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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.)
  • Timeline — Key milestones with dates and completion status
  • Documents — Any documents you've shared with them
  • Tasks — Tasks marked as portal-visible (things they might need to complete)
  • Contacts — Key contacts involved in the transaction (their agent, title company, lender)
  • Service providers — Inspectors, appraisers, and other vendors

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

The portal is read-only for most items — clients can view status and documents, but they can't edit transaction data.