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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.

Agent hub​

The agent hub opens from an agent-level portal link. It uses your organization branding and shows cards for that agent's active transactions.

Each transaction card can show:

  • Address and status — The property address and current transaction status
  • Closing date — The expected closing date when present
  • Role, type, and side — The agent's transaction role plus deal type/side context
  • Document count — How many documents are visible through the portal
  • Pending task count — How many visible tasks remain open
  • Next action — The next visible task due on the transaction, including overdue status
  • Calendar shortcut — A quick calendar-subscribe action for that transaction
  • View Details — Opens the transaction-specific branded portal

Agent portal hub with active transaction cards, calendar shortcuts, document counts, pending task counts, and View Details actions

The hub is meant for quick triage. Agents can see which deals are active, how many visible documents and pending tasks are available, then use Calendar for the transaction feed or View Details to open the full portal for one deal.

Transaction detail portal​

From the agent hub, an agent can open a transaction card to see the full branded portal view for that deal: key dates, shared documents, visible tasks, contacts, service providers, print/download actions, and the live calendar subscription.

Agent portal transaction overview

Agent transaction portals can show more deal detail than client portals, including:

  • Agent-facing financial fields such as loan amount, earnest money, down payment, seller concession, and financing type when available
  • Title and lender details
  • Service-provider information that has been exposed to the portal
  • A recent activity card when activity is available
  • The same print, calendar, and branded one-page PDF tools clients can use

Visible tasks appear in the portal with progress, priority, and due-date context so agents can quickly see what still needs attention.

Agent portal tasks card

Agent vs. client portal​

The main difference is scope and detail. Clients usually open a single transaction overview. Agents may open an agent hub with multiple transaction cards, then drill into a transaction-specific portal.

You still control access through the portal link and visibility settings. Documents and tasks only appear when they are portal-visible, and link status, expiration, revocation, and access tracking are managed from the transaction Portal tab or the contact's portal-link controls.