Client Portals · Realtors

Client Portal for Realtors

A custom client portal designed specifically for how realtors run their business — your workflow, your branding, your integrations.

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Most realtors end up duct-taping together a CRM, a scheduling tool, a spreadsheet, and a folder of PDFs to run their business. A generic client portal doesn't fit the way realtors actually quote, schedule, deliver, and bill — so the team keeps falling back on email and texts. Deagyst builds a client portal from scratch around your specific process so the software finally matches the job.

A custom client portal for realtors means every screen, field, and automation reflects how your business already operates. No paying per-seat for features you don't use, no awkward workarounds, no exporting CSVs to bridge two tools. You own the code, the data, and the roadmap — and we wire it directly into the tools your realtors business already runs on.

What realtors struggle with today

Leads scattered across Zillow, Realtor.com, Facebook, and open-house sign-ins
CRMs full of stale contacts no one is calling
Listing presentations rebuilt in Canva for every appointment
Transaction milestones tracked in someone's head
No system for re-engaging past clients on the right anniversary

Key Features and Capabilities for Realtors

Secure client login

Email + password, magic links, or SSO. Multi-factor authentication and role-based access built in.

Branded experience

Your logo, colors, typography, and domain — clients never feel like they're using a third-party tool.

Project & status dashboard

Each client sees the real-time state of their projects, milestones, and next steps.

Document & file sharing

Upload, version, and organize deliverables with granular permissions and audit logs.

Invoices & payments

Stripe integration for one-click invoice payment, recurring billing, or deposits.

Messaging & notifications

In-portal threads and email/SMS notifications so nothing slips through the cracks.

Example screens & modules for realtors

AI Lead Engine

Captures, scores, and routes leads from every source with AI-written first replies.

Team CRM & Transaction Tracker

Pipelines for buyers, sellers, and pending — with milestones per file.

Listing Presentation Generator

Branded CMA + listing deck generated from MLS data and your photos.

Buyer Portal

Custom-branded portal where buyers save listings, comment, and chat with the agent.

How a client portal fits into a realtor workflow

New client onboarding

1Sales closes deal in CRM
2Portal auto-creates account + welcome email
3realtor signs intake forms and agreement inside portal
4Project workspace provisioned with kickoff checklist

Deliverable approval

1realtors team uploads deliverable to project
2realtor receives notification
3realtor reviews + comments or approves in-portal
4Approved version locks and moves to 'Final' folder

Invoice → payment

1Invoice generated from project milestone
2realtor notified by email and in-portal
3realtor pays via Stripe
4Receipt issued + accounting system updated

AI opportunities for realtors

AI assistant that drafts listing descriptions in your voice
AI buyer concierge that answers listing questions and books showings
AI CMA generator that pulls comps and writes the narrative
AI call summary that turns buyer calls into CRM notes

Build the client portal realtors actually want.

Tell us how your realtors business runs today and we'll scope a custom client portal around it.

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Frequently asked questions

Why build a custom client portal instead of using an off-the-shelf one?

Generic client portals are built for the average customer of every industry. Realtors have specific workflows — leads scattered across zillow, realtor.com, facebook, and open-house sign-ins — that no SaaS handles cleanly. A custom build solves the actual problem instead of forcing you to bend your process around someone else's product.

How long does it take to build a client portal for a realtor business?

A focused MVP usually ships in 4–6 weeks. More involved builds with integrations into your accounting, scheduling, or field tools land in 6–10 weeks. We scope the first usable version aggressively so you can put it in front of clients fast.

Can it integrate with the tools we already use?

Yes. Common integrations for realtors include QuickBooks, Stripe, Google Workspace, DocuSign, Twilio, and any industry-specific tool with an API. If a tool you depend on doesn't have one, we can usually still automate it.

Do we own the code and data?

Yes. You own the codebase, the database, and the customer relationship. You're never locked into Deagyst — we'll hand off the project anytime.

What does a custom client portal cost?

Most realtors-focused builds land between $8k and $40k depending on scope and integrations. We scope and quote per project — no per-seat SaaS fees, no surprise upgrades.