Client Portal

Your Clients Stay Updated and Connected Easily.

Give your clients one place to track progress, manage finances, view documents, open tickets, and stay connected.

No credit card needed
Features

Operational Client Portal to Share Info and Tasks

Share Information with Your Buyers and Renters

  • Easily share project updates with your clients
  • Quickly upload and share important documents
  • Assign tasks, request signatures, and collect uploaded documents in one place.
  • Let clients view their current account balance and payment history

Service Requests Portal for Tenants to Report Issues

  • Empower tenants to report issues instantly.
  • Keep service requests organized and efficient.
  • Build trust with fast, clear communication.

Access Documents, Contracts, and Plans Easily

  • View important documents anytime online.
  • Access rental contracts and agreements.
  • Browse project plans and floor layouts.

View Account Balance and Payment History

  • Check outstanding balances in seconds
  • Download detailed payment history anytime.
  • Stay updated on all charges.
Contact Sales

Want to visualize your company's data in our Dashboards?

Contact our Sales team for a free implementation consultation.

Integrations

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