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Portal for Clients

When a buyer or seller opens their portal link, they see a clean, simple view of their transaction — no login required, no app to download.

What clients see​

  • Transaction status — Where things stand (Under Contract, Clear to Close, etc.)
  • Key dates — Important deadlines with dates, completion status, notes, and any TBD or not-applicable dates
  • Documents — Documents you've shared with them, grouped by category, with preview and download controls when downloads are allowed
  • Tasks — Tasks marked as portal-visible (things they might need to complete)
  • Contacts — Parties, agents, title, lender, and other transaction contacts you choose to expose
  • Service providers — Inspectors, appraisers, and other vendors
  • Property details — Reference fields such as escrow number, MLS number, or APN when present
  • Calendar subscription — A live calendar URL they can copy into Google Calendar, Outlook, or Apple Calendar
🖼️
client portal view showing timeline and documents
Screenshot coming soon

Portal actions​

Clients can use the portal actions to:

  • Print the portal view
  • Download a branded one-page PDF summary
  • Preview PDF and image documents
  • Download shared documents when downloads are enabled
  • Switch between properties when the same contact has access to more than one active transaction
  • Copy a live calendar feed for the visible key dates

What clients don't see​

  • Internal notes
  • Your task list (unless you mark specific tasks as portal-visible)
  • Financial details you haven't shared
  • Other transactions
  • Other contacts' portal views
  • Agent-facing financial/provider detail that is reserved for agent portals

The portal is read-only for transaction data. Clients can view status, dates, contacts, tasks, and documents, but they can't edit the transaction itself.