📄️ Overview
Give your clients and agents a branded portal to track their real estate transaction status, documents, and milestones.
📄️ Setting Up the Portal
Before sharing portal links with clients and agents, you'll want to customize the look and feel to match your brand.
📄️ Portal for Clients
When a buyer or seller opens their portal link, they see a clean, simple view of their transaction — no login required, no app to download.
📄️ Portal for Agents
Agents get their own portal view — showing the transactions they're involved in with details relevant to their role.
📄️ Sharing Portal Links
Portal links are how clients and agents access their portal view. Each link is unique, secure, and can be managed individually.