Build a Client Portal for Your Real Estate Agency with AI

A real estate client portal is where sellers see every viewing, the feedback and the offers on their home, and where buyers track their purchase to closing, without ringing the office. Describe what your agency shares and Mythex builds the portal with logins, per-transaction access, private documents and a staff view.

Who it's for

Agencies whose vendors complain they never hear back after viewings, and whose negotiators spend afternoons answering 'any news?' calls. Also lettings teams who want landlords to see tenancy documents and statements in one place.

What you can build

A seller view of viewings booked, feedback and offers on their property
Buyer progress from offer accepted to inspection, contract and closing
Private contracts and disclosures shared only with that deal's parties
Landlord statements and tenancy documents per property
A message thread with the negotiator handling the sale
A staff view of every live transaction and what is waiting

Feedback within a day, in the seller portal

Silence is the most common reason sellers switch agents. Ask for a feedback record per viewing, with the buyer's interest level, comments and whether they want a second look, and have it appear in the seller's portal as soon as the negotiator saves it. A run of honest feedback also makes a price conversation easier in week six, because the vendor has already read what buyers said about the kitchen.

Feedback linked to each viewing
Viewing count and offers on one screen
Agent notes kept private from the vendor

Progressing the sale after an offer

Once an offer is accepted, both sides want to know where things stand. Set out the stages your market uses, such as offer accepted, inspection, financing approved, contracts exchanged and closing, and let staff tick them off with a date. Buyers and sellers each see their own side. Add a list of documents still needed from each party so the chase is visible rather than buried in email.

Who sees what

A seller must never see another vendor's offers, and a buyer should not see the seller's notes. Say plainly in the prompt that every query is scoped to the signed-in client's transaction, and keep documents in private storage. Co-agents or conveyancers can get their own login limited to the deals they work on.

Roll it out on a few listings first

Pick three new instructions and give those vendors a login at the signing appointment. Log every viewing and its feedback for a fortnight, then ask the vendors whether it helped. Fix what confused them before adding every live listing and moving buyers in once offers are agreed.

A prompt to start from

Build a client portal for my real estate agency. Sellers log in to see viewings on their property, feedback from each one and any offers. Buyers with an accepted offer see the sale stages from inspection to closing and the documents we still need. Each client sees only their own transaction, documents are private, and staff see every deal.

Questions

Can sellers see viewing feedback in the portal?

Yes. Agents log feedback against each viewing and it shows in that seller's portal. You can keep internal notes separate so only the comments you choose are shared.

Can buyers track their purchase to closing?

Yes. Define the stages your sales go through and staff update them with dates. Buyers see their own progress and a list of documents still outstanding.

Is it secure enough for contracts?

Ask for logins, per-transaction access and private file storage, and Mythex builds them in. Check the data protection and property rules where you operate before loading live contracts.

Can I put the portal on my agency's domain?

Yes, with Pro at $25/month, for an address like clients.youragency.com. The Free plan publishes to a Mythex address.

Do I need a developer to build it?

No. You describe the portal and adjust it by chatting. The code is available if you ever want someone to review it.

Templates to start from

Garden Community Site Template — Event listings with team profiles
Agency Client Portal Template — PIN-protected views on a Kanban board
Freelance Invoicing Template — Saved clients with revenue stats
Quote Generator Template — Line-item pricing, secure client links
Pet Boarding Site Template — Booking wizard with client dashboard
Latin Artist Page Template — Merch storefront and tour listings
Event Discovery Platform Template — Listings with maps and instant signup