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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 settings (accessible from within a transaction's portal tab, or from Settings > Portal):

  • Logo — Upload your company logo. It appears at the top of the portal.
  • Colors — Choose colors that match your brand for a cohesive look.

What's shown on the portal​

By default, the portal shows:

  • Transaction status and progress
  • Key milestones and dates
  • 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.