What is the client portal?
On Business, you can invite a buyer or seller from their contact record to a private page where they sign in with an email link and see what you have shared with them.
From a contact's record, invite them to the client portal. They receive an email with a sign-in link — there is no password to create — and see only what you have chosen to share with them. It is part of Business.
- A buyer sees the shortlist of properties you have put together for them, and the viewings they have booked.
- A seller sees their listings and the feedback notes you share with them.
A sign-in link and a session both expire, so a phone left unlocked on a table is not a standing login; getting back in is a new link by email. You can revoke a client's access at any time, on any plan.
If an account drops below Business, clients' access is paused with a friendly message rather than deleted, and upgrading again restores it exactly as it was.