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Setting Up the Portal

Before sharing portal links with clients and agents, you'll want to customize the look and feel to match your brand.

Branding​

Go to the Portal tab on a transaction. The branding panel lets you override the organization defaults for that transaction:

  • Logo — Upload the logo that appears in the portal header.
  • Primary and accent colors — Choose colors for portal buttons, links, and headers.
  • Banner text — Add a short message at the top of the portal.
🖼️
portal branding settings
Screenshot coming soon

What's shown on the portal​

By default, the portal shows:

  • Transaction status and progress
  • Key dates and deadlines
  • Assigned tasks (if you've marked them as portal-visible)
  • Shared documents
  • Contact information for the key parties

You control visibility at the document and task level — so sensitive items stay private unless you specifically share them. Use the Portal tab preview to see the current link in mobile or desktop view before sending it.