Real Estate Client Portal
Branded portals for buyers and sellers to track their transaction
The problem
Real estate transactions involve dozens of moving pieces, deadlines, and communications. Tracking everything manually means something always falls through the cracks. For businesses dealing with transaction coordination, this pain is especially acute.
Agents spend more time on paperwork and data entry than with clients
Automated systems handle the logistics so agents focus on relationships
The solution
We build a custom real estate client portal system tailored to your specific workflows, tools, and team. Not a generic template, a system built for how your business actually operates.
- Audit your current lead management and transaction processes
- Configure automated workflows for your specific market and style
- Integrate with your real estate platforms and communication tools
- Go live with agent training and performance tracking
Expected results
Workflow that previously required 3 tools now needs 1
Custom reporting tailored to your specific KPIs
User adoption rates high because it fits how your team actually works
How we'd approach this
This is typically a Build a Custom Tool engagement (4-12 weeks).
Purpose-built tools with user interfaces designed for your specific needs. When off-the-shelf software doesn't fit, we build what does.
Best for: Teams who need something that doesn't exist off-the-shelf, or need to connect multiple systems into one unified tool.
What's included
- Custom application deployed and hosted
- User interface tailored to your workflows
- Database and backend infrastructure
- Admin controls and user management
- Full documentation
- Team training
- 90 days of support
FAQ
4-12 weeks. We'll give you an exact timeline after our discovery call where we assess your specific situation.
Almost always yes. We integrate with most modern business tools including CRMs, email platforms, project management tools, accounting software, and more. If you have a specific tool, just ask.
That's the point. We build for your specific process, not a generic template. Unique processes are what we do best.
90 days of dedicated support is included. We monitor for issues, fix bugs, and help with optimization during this period.
We start by measuring your current process: how long it takes, how many steps, where the bottlenecks are. After implementation, we measure again. Most clients see results within the first week.
Absolutely. Many clients start with a focused implementation and expand as they see results. We design with future growth in mind.
You might also need
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Learn more →Real Estate Document Management
Organize and automate real estate transaction documents
Learn more →Client Portals
Branded portals where customers can access their information
Learn more →Related solutions
See how Custom Apps works for specific industries.
Ready to automate real estate client portal?
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