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.