Everything You Need to Stay Informed
Your agent uses professional tools to keep you updated every step of the way
24/7 Document Access
View all your transaction documents anytime, anywhere. No more searching through emails or text messages.
- Secure document viewing
- Download anytime
- Organized by category
- Mobile friendly
Easy Document Upload
Your agent can request documents and you can upload them in seconds. Simple drag-and-drop interface.
- Simple upload process
- Automatic notifications
- Progress tracking
- Mobile uploads
Important Date Tracking
Never miss a deadline. See all important dates for your transaction and get automatic reminders.
- Visual calendar
- Email reminders
- Push notifications
- Milestone tracking
Real-Time Updates
Get instant notifications when documents are added, tasks are completed, or your agent sends a message.
- Instant alerts
- Email notifications
- Push alerts
- Status changes
Direct Communication
Message your agent directly through the platform. All communication stays organized in one place.
- Secure messaging
- File attachments
- Message history
- Response notifications
Bank-Level Security
Your sensitive information is protected with the same encryption banks use. Two-factor authentication keeps your account secure.
- Encrypted storage
- 2FA protection
- Secure access
- Private to you and your agent
How It Works
Getting started is quick and easy
Your Agent Invites You
When your agent starts your transaction, you'll receive an email invitation to access your client portal.
Create Your Account
Click the link in the email and create your secure account. It takes less than 60 seconds.
Access Your Dashboard
View all your transaction details, documents, and important dates in one organized place.
Stay Informed
Get automatic updates as your transaction progresses. Upload requested documents with one click.
What You Can Do in Your Portal
View All Documents
Access purchase agreements, disclosures, inspection reports, and more—all in one place.
Upload Documents
Quickly upload requested documents like proof of funds, loan approval, or repair receipts.
Track Important Dates
See inspection dates, appraisal deadlines, and closing day—all clearly laid out.
Message Your Agent
Ask questions and get updates directly through the secure messaging system.
Get Automatic Updates
Receive notifications when new documents are added or tasks are completed.
Track Progress
See exactly where you are in the process from offer to closing day.
Frequently Asked Questions
Is there any cost to use the client portal?
No! The client portal is 100% free for home buyers and sellers. Your agent provides access as part of their service.
How secure is my information?
We use bank-level AES-256 encryption to protect all your documents and data. Two-factor authentication adds an extra layer of security to your account.
Can I access the portal on my phone?
Yes! The portal works great on phones, tablets, and computers. You can view documents and upload files from any device.
How long will I have access?
You'll have access throughout your transaction and for 90 days after closing, giving you time to download any documents you need.
What if I need help using the portal?
Your agent can help you get started, and we offer email support if you have any questions. The portal is designed to be simple and intuitive.
Can other people access my transaction?
Only people your agent specifically invites can access your transaction. You can also add family members or co-buyers if needed.