customer Tested: December 28, 2025

My Inquiry Status

Allow customers to check the status of their relocation inquiry and communicate with their assigned broker.

customerleadsstatusinquiryauthentication
My Inquiry Status

Overview

The My Inquiry page allows customers who have submitted a lead request to check their inquiry status and maintain communication with their assigned broker. Access requires authentication to protect customer privacy.

Key Features

Authentication Required

  • Sign In Prompt: Clean login interface
  • Keycloak Integration: Secure OAuth 2.0 authentication
  • Lead Role: Users created with lead role in Keycloak
  • Magic Link Option: Email-based passwordless login

Inquiry Dashboard (After Login)

Once authenticated, customers can:

  • View Inquiry Status: See current status (New, Contacted, In Progress, Closed)
  • County Information: Reminder of which county they inquired about
  • Broker Contact: See assigned broker’s information
  • Communication History: View messages with broker
  • Update Details: Modify contact information if needed

Status Progression

New → Contacted → In Progress → Closed
StatusDescription
NewLead just submitted, awaiting broker response
ContactedBroker has reached out to customer
In ProgressActive communication/home search underway
ClosedInquiry resolved (purchased, declined, etc.)

Access Flow

  1. Submit Lead: Customer fills out form on county popup
  2. Receive Email: Confirmation with magic link to create account
  3. Set Up Account: Complete profile in Keycloak
  4. Access Dashboard: View inquiry status and communicate

Security

  • OIDC Authentication: Industry-standard OAuth 2.0
  • Role-Based Access: Lead can only see their own inquiries
  • Session Management: Secure token handling
  • Privacy Protection: No inquiry data visible without login

URL Structure

/my-inquiry              # Main inquiry status page (requires auth)
/my-inquiry/messages     # Communication thread with broker

Testing Results

  • ✅ Login prompt displays for unauthenticated users
  • ✅ Keycloak redirect works correctly
  • ✅ Authenticated users see their inquiry details
  • ✅ Status updates reflect backend changes
  • ✅ Mobile responsive design
  • ✅ Session persists across page refreshes