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Portal for Agents

Agents get their own portal view — showing the transactions they're involved in with details relevant to their role.

What agents see​

The agent portal shows:

  • Their transactions — Only the deals where they're assigned as an agent
  • Transaction status and milestones — Where each deal stands
  • Documents — Documents shared with the agent role
  • Tasks — Portal-visible tasks assigned to them or relevant to their role

Agent vs. Client portal​

The main difference is scope. Clients see a single transaction. Agents may see multiple transactions they're involved in, with a higher-level overview.

Agents also typically see more detail than clients — you can control this through contact permissions in each transaction.