Client Portal for Transaction Coordinators
Every transaction gets a private, branded page your client can open any time. Key Dates, the documents you share, and the tasks that are theirs — no login.
What is the DocJacket client portal?
A private link for each buyer or seller on a transaction. It shows the deal's Key Dates, the documents and tasks you choose to share, and the people on the deal, under your logo or the agent's. Clients don't create an account. You send it from the deal by email (or text, on paid plans), and you can see when they open it.
What your client sees
- Key Dates — the deal's timeline, current every time they open it. A calendar subscription puts the dates in Google, Outlook, or Apple Calendar and keeps them up to date.
- Documents you share — only the ones you mark to show. You decide, per document, whether they can download it.
- Their tasks — what you've shared, with the ones assigned to them marked "For you". They can mark their own task done; it waits for you to confirm.
- The people on the deal — agents, the other parties, and service providers.
- A one-page PDF summary of the deal, branded, if they want something to print.
What stays private
Agent-only Key Dates, price and commission details, and your TC fee never show on a client's portal. Dates you've marked waived or not applicable stay hidden unless you choose to show them. Nothing you haven't shared appears.
How you send it
- Open the transaction and go to the Portal tab.
- Click Send Portal Links and pick your client. Each client gets their own link.
- Send by email — or by text on paid plans. Or copy the link and paste it anywhere.
Links can expire after 7, 30, or 90 days. You can turn one off, turn it back on, or extend it at any time.
Collect your client's details up front with intake forms.
You see when they look
The Portal tab shows visits, unique visitors, document downloads, and when each link was last opened. You know whether your client has seen the update before you write the next one.
Your brand or the agent's
Portals show your company's logo and colors. Working under an agent's name? Switch to agent branding and the portal shows the agent's name, photo, contact details, and brokerage instead. On paid plans, portal links can use your own domain.
The agent portal
The agents you work for get their own link, too: one page with every transaction they have with you — active deals, all deals, and their tasks. No login, no seat to pay for.
Who it's for
Transaction Coordinators and small TC firms running deals for several agents. Especially listing-side work, where the seller wants to know what's next and the agent wants you to handle it. Agents get an agent portal too.
The portal is part of real estate transaction management software built for coordinators.
Frequently Asked Questions
Does my client need an account or password?
No. The portal is a private link. Your client opens it on their phone or computer — nothing to sign up for.
What can my client see?
The deal's Key Dates, the documents and tasks you choose to share, and the people on the deal. Agent-only dates, commissions, and your fee stay private.
Can my client change anything?
They can mark a task that's assigned to them as done. That's a request — it waits for you to confirm. Everything else is view-only.
Can I put my own branding on it?
Yes. Portals show your logo and colors, or the agent's branding if you prefer. On paid plans, links can use your own domain.
How do I send the portal?
From the transaction's Portal tab, click Send Portal Links and pick your client. Send by email, or by text on paid plans.
Do clients and agents cost extra?
No. You pay for coordinator seats. Clients use the client portal and agents use the agent portal, free.
Send your first client their portal.
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