Client portal
Answer "any update?" before they ask.
A private page for each client with your photo and logo on it: where the deal stands, what you did this week, what is next, and a place to message you. It makes you look like the agent with a whole team behind them.
No card. Works on iPhone, Android and the web with one account.
What your client gets
Your brand on it
Your headshot and your logo at the top. The page is yours, not ours.
Where things stand
The stage, the closing day, the tasks you chose to show with their dates, and "what your agent did this week" written from what you completed.
A line back to you
Messages both ways, on the page, so the question comes to you instead of a 9 pm call.
You decide what is shown
Link plus PIN, on or off in one tap
Switch the page on from the deal. HomeAxis makes the link and drafts the text that sends it; you send it from your own Messages. Each task has a "show in the client portal" switch, and each document a "share to portal" switch, so the client sees exactly what you choose.
Your notes, prices, commission and other people's details are never on the page. Switch it off any time.
Questions agents ask
Does my client need an app?
No. You send them a link (HomeAxis drafts the text; you send it). They open it in their phone’s browser, enter the PIN, and can add it to their home screen like an app.
What is the PIN?
Four digits you choose, by default the last four of their mobile number. The page locks after repeated wrong guesses. You can change the PIN or switch the page off at any time from the deal.
What do they see?
Your photo and logo. The stage and the closing day. The tasks you marked "show in the client portal", with their dates. "What your agent did this week", written from the tasks you completed. The documents you chose to share. A message thread with you, both ways.
What do they never see?
Your notes, prices, commission, the other side’s details, or any document you did not share. The co-broker link and the client page are separate; the co-broker gets the address, the dates, and the attorney and lender contacts.
Which plans include it?
The Plus plans: One deal Plus at $19.99 or Unlimited Plus at $14.99 a month. See pricing.
Keep reading
Give your next client a page with your name on it.
About 20 seconds from contract to a dated playbook. The first 2 are free.
Start free: 2 deals, no cardAlready have an account? Log in. Lead a team or run a brokerage? See offices.