Your clients always know what’s next.
Give buyers and sellers a calm, private view of their transaction: Home, Next Steps, Timeline, Documents, and Updates, plus payments and a built-in way to ask, without chasing you down.
Agent workspace
The full deal, every tab
Client portal
Timeline, documents, payments
Vendor portal
Requests and uploads only
Attorney workspace
Matters, releases, recording
It is a simple, private window into a real estate transaction for the buyer or seller. They land on a Home page that says where their closing stands and what comes next, follow the timeline, view and upload documents, pay invoices online, and ask questions through a built-in thread, while internal notes stay internal.
The reassurance clients remember you for.
A Home that says what is next
The client lands on a concierge view of their closing: where it stands, what just happened, and what comes next.
Next Steps and a clear timeline
Next Steps lists what they need to do. Timeline shows milestones and key dates from the real deal record.
Documents, both directions
Everything to review sits in one calm place, and when you need something from them, they upload it right there.
Payments without the chase
Invoices appear in the portal and get paid online through a secure link, no login gymnastics.
Updates and Ask Velvet
Updates keep them current. A built-in two-way thread lets them ask a question when it occurs to them.
They only see their own
Role-based access means clients see their transaction and nothing internal, ever.
Client portal questions, answered
Make every client feel handled.
Watch how the portal turns a stressful closing into a calm, guided experience.