Clients & Collaboration

Client portals, team roles, messaging, and the TC marketplace.

• How your clients use the Client PortalHow buyers and sellers sign in to their own Done-Deal Client Portal account, what they can see there, and how it's different from a one-time property portal link.
• Sharing a property portal link with a clientHow to generate a buyer or seller portal link for one transaction, what it shows your client, and how to revoke it.
• Using Messages to comment on a contractHow the Messages inbox collects contract comment threads between you and your collaborators, and how to open one from a contract.
• Adding team members and setting their rolesHow to add an assistant, team lead, TC, broker, or buyer's agent to your Done-Deal team, change their role, and remove access.
• Hiring an outside TC through the marketplaceHow to browse independent transaction coordinators, request an engagement for one of your transactions, and what happens after they accept.