Real Estate Client Portal
Portli Real Estate Client Portal Streamlines Property Listings, Scheduling & Document Management For Agencies, Enhancing Client Communication & Efficiency.
Why Choose Portli?
Grow your business professionally
Centralize Your Communication
Stop juggling multiple apps and email threads. With Portli, you bring all conversations, updates, and notifications under one roof — whether you’re managing clients, employees, vendors, or partners.
Share Documents & External Links
Easily upload important files to your encrypted portal. Share onboarding forms, e-signature links, or any external resources so your contacts have everything they need in one place.
Enhance Security & Compliance
Safeguard sensitive data with enterprise-grade encryption and multi-factor authentication. Portli is designed to meet compliance requirements while keeping your information accessible to only those you trust.
Fully Customizable for Your Brand
From logos and color themes to branded domain URLs, Portli’s white-labeled solution lets you maintain a consistent brand identity.
Key Benefits for Real Estate Agencies
When you sign up for Portli, you’ll get access to two interconnected portals:
Property Transactions
Easily keep all property transaction details in one place and categorize them for quick access.
Secure Document Management
Store contracts, lease agreements, and compliance documents in a secure cloud-based vault with role-based access controls.
Contacts Management
Manage and schedule appointments with clients directly through the portal, ensuring no potential buyer or seller is missed.
Agent Management
Manage all agent assignments in one portal. Assign leads to specific agents based on expertise, location, or client requirements.
Frequently asked questions
What is a client portal for real estate agencies?
A client portal for real estate agencies is a secure hub where agencies can manage property listings, schedule appointments, store legal documents, and communicate with clients—all in one place.
How do I create an account?
Portli centralizes listings, automates inquiries, schedules appointments, and makes document sharing seamless & secure, streamlining the entire buying and selling process.
Is Portli’s client portal for real estate agencies secure?
Yes, Portli provides end-to-end encryption, role-based access control, and multi-factor authentication to protect sensitive property and client data.
Can buyers and sellers sign property agreements electronically?
Yes! Portli allows real estate agencies to send contracts and agreements for instant e-signatures, reducing paperwork delays.
Is it challenging to import my existing data to Portli?
Absolutely. Portli supports bulk imports and CRM integrations, with our team ready to assist. Plus, our customer success team is always on standby to assist you every step of the way.
Do my clients see any of your branding in the Client Portal?
Portli is fully white-labelled. All branding, from logos to domain URLs, can reflect your business identity—ensuring your contacts only see your brand.
What are the benefits of using Portli?
a. Increased Efficiency: Manage all your interactions in one place.
b. Greater Transparency: Track activities, documents, and tasks seamlessly.
c. Improved Security: Protect sensitive data with encryption and MFA.