Magic-link deal visibility for buyers and sellers
Give clients a window into their deal — no passwords, no app downloads.
The Client Portal lets agents share a secure, branded view of any deal with their clients. Buyers and sellers see real-time deal progress, documents to sign, task checklists, and a direct messaging channel — all accessed via a magic link with no account creation required.
Key Capabilities
Deal Timeline
Clients see every milestone in their deal — from offer accepted to closing. Real-time stage updates with dates and descriptions keep everyone aligned.
Document Hub
Upload, view, sign, and download deal documents. Clients see which documents need their signature and which are complete. Version history included.
Task Checklist
Shared task list between agent and client. Clients can check off their items — home inspection scheduled, mortgage pre-approval submitted, movers booked.
Messaging
In-portal chat between agent and client. Messages are logged to the CRM contact timeline. Push notifications alert the agent to new client messages.
Property Shortlist
For buyers — agents curate a shortlist of recommended properties. Clients can favourite, dismiss, or request showings directly from the portal.
Financial Summary
Overview of deal financials — purchase price, deposit amounts, commission breakdown, and key dates. Updated in real time as the deal progresses.
How It Works
Agent Sends Magic Link
From any deal page, the agent clicks "Share Portal" and sends a secure magic link via email or SMS. No client account creation needed.
Client Views Deal Progress
The client opens the link and sees their deal timeline, documents, tasks, and messages. Everything updates in real time as the deal moves forward.
Sign Documents & Message Agent
Clients sign documents directly in the portal, check off tasks, and message their agent. All activity syncs back to the CRM automatically.
Why agents and brokerages choose RealtorOS
Every feature is built specifically for Canadian real estate workflows — not adapted from a generic CRM or bolted on as an afterthought.
Ready to get started?
Join our waitlist for early access. No credit card required.