Client Portal

Enhance your communication and accuracy by giving property owners real-time access to their portfolio through an intuitive client portal. Streamline discovery, eliminate redundant data entry, and manage information in a single, secure, cloud-based location. The client portal is directly integrated with Property Data Cloud for maximum workflow optimization. 


  • Clients can view, add, and manage properties in their portfolio.
  • Manage property details and supporting documents (appraisals, photos, surveys, closing docs, repair invoices, etc.).
  • Manage user access with tiered permissions.
  • Collect information by creating and assigning property information request forms.
  • Maximize oversight and accountability through the flexible, comprehensive Activity Log.
  • Stay in the loop with customizable, event-driven email notifications.