Journey spine
A stage-by-stage view of the transaction or tenancy, with the next step always visible.
Key-date countdowns
Closing, move-in, lease end, inspections — big, prominent, with automatic reminders.
Your team & contacts
Lender, inspector, property manager — every person they need, one tap away.
Showing & performance reports
Owners get weekly lead/showing/application numbers without asking.
Reviews & referrals
Built-in review links and a referral card — happy clients grow your pipeline.
Add to home screen
A true PWA: works like an app, installs in seconds, no app-store friction.
Documents in the portal
Upload any PDF you want clients to have — lease, move-in guide, welcome packet — ready to open or download anytime, with read receipts.
Guides that attach themselves
Mark a task with a PDF and it rides along with the notification email — benefit packages, welcome guides, checklists, delivered every time.
Scan a PDF, portal fills itself in
Drop in a lease or settlement statement — you approve every field and the key dates and details land in the portal.
Tenant move-in
The journey runs lease-signed to keys to settle-in check-ins — with the 90-day inspection ask armed automatically after move-in.
Renewal time, on the calendar
A warm 90-day renewal note and a lease-end countdown, so the conversation never sneaks up on anyone.
Vacation guest journeys
Check-in kits, house rules, WiFi, and a local guide in their own branded portal — plus the review & rebooking ask on the way out.
Compare offers, side by side
Log every offer and your seller's portal highlights the best — highest price, earliest closing.
Due dates that mind themselves
Anchor any task to a key date and everything slides automatically when closing moves. Reminders reach whoever owns the task.
Preferred vendors, everywhere
Your go-to lender, inspector, and stager load into every portal, with your website and review links attached.
Vendors & colleagues review asks
When a job goes well, one tap sends your vendors and co-agents a warm email + text with your review link — 90-day cooldown, and the dashboard tracks who left one. The guided agent tour now walks your whole team through it.
The people behind the deal, off to the side
Add the co-agents, transaction coordinators, and referring agents you work with as dashboard-only contacts — your client never sees them — and ask any of them (or your own team) for a review in one tap.
Refer & earn — $20 per annual signup
Your unique link credits you $20 in subscription credit every time a colleague's team starts an annual plan — no cap, tracked automatically, and an email the moment each credit lands. Copy it from the dashboard and share it anywhere; signups attach on their own.
Edit before anything sends
Every notification opens in an editor first — the automation drafts it, you keep the voice.
Pause, not spam
Clients pause updates with one toggle whenever life gets busy — progress still fills in, nothing sends until they're ready.
One account, whole team
Every agent shares the dashboard, and watcher accounts give brokers an eyes-on, hands-off view of everything.
Guided tours
One click walks your team through the dashboard — and walks clients through their own portal: progress, tools, texting opt-in. The agent tour now also covers Ask for reviews and Refer & earn — $20, so new agents learn both in minutes.