Client Portal
The Client Portal gives your buyers, sellers, and agents a branded view of their transaction — without needing a DocJacket account. They can see milestones, documents, tasks, and status updates through a secure link you send them.
It's a professional touch that keeps everyone informed and cuts down on "where are we?" calls and emails.
Key features
- Branded experience — Customize the portal with your logo and colors
- Secure access — Each portal link is unique and can be set to expire
- Track engagement — See who's viewed the portal and when
- Selective sharing — Control exactly which documents and milestones are visible
In this section
- Setting Up the Portal — Enable and brand your portal
- Portal for Clients — What buyers and sellers see
- Portal for Agents — What agents see
- Sharing Portal Links — Send access to the right people