Software for real estate
Client portal for real estate
Most real estate agencies I talk to mention the same thing: leads from Zillow, Rightmove and the website live in different places. The client portal deals with it quietly while you're out on showings and negotiating offers. A private portal where your clients see their documents, status and messages.
What this fixes for real estate agencies
- Leads from Zillow, Rightmove and the website live in different places.
- Offer paperwork and ID documents get chased one by one.
What it looks like in practice
Imagine a three-agent residential brokerage. A buyer logs in to see where things stand, downloads the latest document and uploads the one you asked for. They don't need to email you, and you're notified of the upload.
How it works for real estate
Here is how the client portal runs day to day for real estate agencies.
- We decide what clients should see and do.
- I build a login with status, documents and messages.
- It connects to kvCORE.
- Notifications go out when something changes.
- You get it deployed and own the code.
Tools it connects to
For real estate agencies, I usually connect it to Follow Up Boss, kvCORE and Gmail. It runs on Next.js, Supabase and n8n behind the scenes.
Questions from real estate agencies
Does the client portal work with Follow Up Boss?
It depends on your Follow Up Boss plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
What happens if something breaks?
The client portal sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
What will my buyers and tenants see?
They'll see one login to check status and download files. I write the wording with you so it sounds like your real estate business, and you approve it before launch.
Want this for your real estate business?
Tell me how your real estate business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built