Give every client a branded home for their transaction.
Share a secure portal from any open deal file. While the transaction is active, clients sign in with credentials you set, see where the deal stands, complete action items, view shared documents, sign via DocuSeal, upload files, and message their agent in one place.
- Secure email + password sign-in, private to each client
- Timeline, documents, and action items in one branded view
- Sign, upload, and message your agent without chasing links
What you get
Everything in client deal portal, built for brokerages.
Secure client sign-in
Email + password set by the agent, with lockout protection after failed attempts.
Timeline & status
Clients see plain-language stages: under contract, inspection period, clear to close, and more.
Action items
Checklist tasks you share appear as sign, upload, or review steps for the client.
Shared documents
View disclosures and signed PDFs; signature status shown at a glance.
Agent messaging
Simple threaded messages. Clients ask questions without digging through email.
Brokerage branding
Your logo and brand colors on every client-facing page.
Graduates to My Home
When the file closes, the same link becomes a post-close homeowner hub. No new setup for you or the client.
After closing
The deal portal graduates to My Home
Same link and password. Past clients keep home value, comps, closing documents, and agent messaging on your brand long after move-in.
Explore My HomeWorks great with
Other features brokerages pair with this one.
Transaction Management
Every deal from contract to closing. In one place.
Learn moreE-Sign
Send, track, and store every signature in one hub.
Learn moreDocuments & E-Signatures
Every document signed, stored, and organized.
Learn moreCRM & Lead Management
Leads in. Deals out. Nothing falls through the cracks.
Learn moreClient Inbox
One conversation hub for every client. SMS, email, and portal.
Learn moreMy Home
Keep past clients close long after the keys change hands.
Learn more