Real estate client portal
Client and agent portals, built for your brand.
A real estate client portal gives buyers and sellers one login for documents, showings and deal updates. An agent portal gives your agents one login for listings, marketing requests and office resources. Both carry your brand.
We'll look at your market and goals, then recommend what fits.
3x Web Excellence Award winner
Why a portal
One login instead of a dozen texts and emails.
Clients text to ask where their deal stands. Agents hunt for the latest flyer template and the office's vendor list. A portal puts the answers where people can find them, so your agents and staff spend less of the day answering the same questions.
- Clients see progress without calling for an update
- Agents find forms, templates and training in one place
- Marketing requests tracked from request to done
- Your brand on every screen, not a vendor's
What a portal can include
Real estate client portals and agent portals, built to fit.
Start with the portal your office needs most. Both can share one login and one set of data.
Client deal view
Buyers and sellers see their documents, key dates and next steps, and message their agent in one place.
Seller listing updates
Sellers see their home's page, showings and feedback, so updates don't wait for the weekly call.
Real estate agent dashboard
Each agent sees their leads, listings, deals and tasks the moment they log in.
Marketing requests
Agents order flyers, signs and social posts, and your marketing staff works one queue.
Office resources
Forms, training, vendor lists and announcements in one place instead of a shared drive.
Real estate broker portal
Brokers see the whole office: production, active deals, new agents and open requests.
How it works
From the first call to a portal your clients and agents use.
- Step 1
Strategy call
We learn how your office works today, where the time goes and which tools you'll keep. If an existing product fits better, we'll say so.
- Step 2
Scope and quote
We map the workflows, screens and connections, and you get a written scope and a quote before anything is built.
- Step 3
Design and build
We design the screens with your team, then build them, and you review working software along the way.
- Step 4
Launch and training
We launch, train your agents and staff, and keep supporting it through ongoing hosting and development as your office grows.
More custom software
Other tools we build for teams and brokerages.
Questions
Real estate portal questions, answered.
What is a real estate client portal?
A real estate client portal is a private login where buyers and sellers follow their deal: documents, key dates, showings, next steps and messages with their agent. It replaces the stream of texts and emails asking for updates, and it carries your brand instead of a vendor's.
What's the difference between a client portal and an agent portal?
A client portal is for buyers and sellers and shows only their own deal. An agent portal is for your agents and staff: leads, listings, marketing requests, forms, training and office news. Many offices start with one and add the other on the same login later.
Is an agent portal the same as a real estate intranet?
Close. An intranet usually means office news, forms and resources. An agent portal adds the agent's own work, like their leads, listings, deals and requests, so it's the place they start the day.
Who can see what?
You decide. Each person logs in and sees only what their role allows: a client sees their own deal, an agent sees their own work, and a broker sees the office.
Can the portal connect to our CRM and transaction tools?
Yes, when they have an API, and most real estate CRMs and transaction platforms do. The portal then shows live information instead of a copy someone has to update.
How much does a custom portal cost?
Portals are quoted after a strategy call, because the price depends on who uses it, what it shows and what it connects to. You get a written scope and a quote before anything is built.
Ready to give your clients and agents one login?
Book a strategy call. Tell us which questions eat your day, and we'll show you what a portal would take off your plate.
3x Web Excellence Award winner