Your brand on every portal. Your view of who follows through.

What you get

• Retention you can see

  Every home your agents close stays in one place under your brand, with its documents, deadlines, and upkeep. When the client is ready to move again, the file and the relationship are already with you.

• Adoption, per agent

  Your admin view shows which agents have set up portals, which invitations were accepted, and which clients keep signing in. Good numbers and bad ones, by agent, from real events only.

• Your brand on the door

  Your logo and colors on every portal, with the agent's card beneath them. Homeowners see your brokerage first, on the day of closing and every time they sign in after.

• When an agent leaves

  The portals stay with the brokerage. The agent's card on each portal is reassigned to whoever takes over the client, and the home file stays exactly where it was.

Adoption

Are your clients actually using their portals? Portals set up, invitations accepted, and sign-ins, as tiles for the brokerage and as a report by agent.

Client activity

The client concierge: every client home sorted by who to reach out to today, with the one reason it surfaced. Managers see which homes have gone quiet before the client does.

Agent roster

Seats, who holds them, and which homes each agent is assigned to. Reassign a client's agent card from here when someone moves on.

1. 1

   Create your workspace

   Name it, add your logo and colors, and choose the number of seats you need.

2. 2

   Import past clients

   Bring in closings from the last few years by address. Each one becomes a portal an agent can finish with a walkthrough.

3. 3

   Invite your agents

   Each agent gets a seat and a sign-in. Their name goes on the portals assigned to them.