CLIENT PORTAL:

 

Your seller can watch their own closing.

 

This is the part agents tend to sit up for. Send your buyer or seller a link and they see their own deal: how far along it is, what’s already cleared, what’s happening now, and how to reach you. No app to download, no password to forget. You decide what appears there.

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Most of the calls you field are some version of “where are we?” This answers that question before it gets asked — and at a listing appointment, it’s something the other agent almost certainly can’t show. It’s included on every plan, the free one included.

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How you are currently working:

• Sending multiple texts and emails

• Looking back through texts and emails to see if you communicated what you needed to

• Answering questions at all times of the day and night

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How you COULD be working:

• You choose what they see:  Each step has a switch, and it’s off until you turn it on. The client sees the milestones; your internal to-do list stays yours.
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• No login, ever:  Just a private link. The reason most client portals go unused is the password — there isn’t one here.
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• Leave them a note:  Write your client a note right on the portal — what just happened, what’s next, what you need from them. It’s waiting there when they look instead of buried in a text thread.
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• You know they looked:  You can see when the link was last opened, so “did you get my update?” has an answer.
   

• You stay in control:  Shut a link off whenever you want, and send separate links when a couple wants their own.
  
   

WHAT YOUR CLIENT NEVER SEES.

• Commission

• Splits

• Referral fees

• Anything about your other clients

 

The portal shows the progress of their deal and nothing else.

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