Portal for Agents
Agents can receive two related portal experiences: a transaction portal for a specific deal, and an agent hub that lists all active transactions where that agent has access.
What agents see
The agent portal shows:
- Their transactions — Only the active deals where they're assigned as an agent
- Transaction status and key dates — Where each deal stands
- Documents — Documents shared with the agent role
- Tasks — Portal-visible tasks assigned to them or relevant to their role
- Next action — The next visible task due on each transaction, including overdue status
- Calendar shortcut — A quick calendar-subscribe link for each transaction
- Recent activity — A short activity preview inside the transaction detail portal
Agent vs. Client portal
The main difference is scope and detail. Clients usually see one transaction. Agents may see an agent hub with multiple transaction cards, then open a transaction for the full branded portal view.
Agents also typically see more deal detail than clients, including agent-facing activity, financial fields, title/lender/provider information, and role-specific transaction cards. You control access through the portal link and the visibility settings on documents, tasks, and contacts.
Opening a transaction
From the agent hub, an agent can open a transaction card to see the same branded transaction portal view: key dates, shared documents, visible tasks, contacts, service providers, print/download actions, and the live calendar subscription.
From a contact's detail page, you can also manage an agent-level portal link: copy it, open it, resend it, revoke it, and review portal activity or message history for that contact.