Client portal for estate agencies and property managers
The landlord wants to know whether the rent came in and how the works are going; the seller wants to know how many viewings their property had. The portal shows them their slice of your software, live — and your phone rings less.
In your day-to-day
- 01
Landlord space: rents collected, management statements, works in progress, property documents — without calling the manager.
- 02
Seller space: viewings done, applicant feedback, offers received — the weekly update happens by itself.
- 03
Tenant space: rent receipts, service-charge statements, repair requests with progress tracking.
How it works
- 1
Plugged into your tools, not a second entry
The portal reads live from your project-management tool, your CRM, your invoicing. Your team works as before; the client sees their slice, always current.
- 2
Approval built in
The client approves deliverables directly in the portal — an entire email thread disappears per revision round. Every approval is dated and traced.
- 3
Access walled by construction
Each client account reaches only its own projects and documents — never a neighbour’s. Minimal rights, every view logged: compliant by design, not by patch.
Typical results
-80%
“where is my project?” emails, typical order of magnitude
24/7
clients check on their own, whenever suits them
4-6 wks
to a first useful version in production
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
Isn’t showing sellers the viewing feedback commercially risky?+
You choose what the portal exposes: feedback can be published as is, rephrased, or approved by the negotiator before publication. Experience shows an informed seller accepts a price adjustment better than a seller left in silence.
Does the portal replace sending the management statements?+
It complements them: formal statements continue at the mandate’s rhythm, but the landlord checks between two deadlines instead of calling. And every document stays permanently available — no more duplicate requests.
Will my clients actually use it?+
Yes — if the portal answers the question they already ask by email. That is why we start with the one screen that would delete the most emails this month, put it in a few clients’ hands, and only widen on observed usage.
How is this different from giving clients access to my project tool?+
Your internal tool shows everything: internal notes, margins, other clients. The portal exposes a chosen slice, mostly read-only, dressed for someone who is not your employee. It is the difference between opening your office and opening a waiting room.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
Get my free diagnostic