---
sidebar_label: Portal for Agents
sidebar_position: 4
description: DocJacket's agent portal lets buying and listing agents see their transactions, documents, and deadlines in one place.
---

<!-- Canonical: https://help.docjacket.com/docs/client-portal/portal-for-agents -->
<!-- Source: docs/client-portal/portal-for-agents.mdx -->

# 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](/img/client-portal/agent-portal-hub.png)

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](/img/client-portal/agent-portal-overview.png)

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](/img/client-portal/agent-portal-tasks-card.png)

## 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.