Sharing a property portal link with a client

A property portal link is a single-purpose, read-only web page for one transaction — separate from the sign-in-required Client Portal. Send it to a buyer or seller who doesn't want to create an account and just needs a quick view of where their deal stands.

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Creating a link

1. Open the transaction and click Share near the top of the page.
2. In the Client Portal Links panel, click Buyer Link or Seller Link, depending on who you're sending it to.
3. Done-Deal generates the link and, if that party already has an email address saved on the transaction, emails it to them automatically. If not, the panel tells you to add the party's email first — click Copy to grab the link yourself and send it another way.

Each link is tied to one role (buyer or seller) on one transaction, not to a specific person's name — so if a transaction has two buyers sharing one email, both see the same page from the same link. You can create multiple links for the same transaction (for example, a buyer link and a seller link if you represent both sides).

Note: The Share panel shows every active link for the transaction, including how many times each one has been viewed and, if it was emailed automatically, when.

What your client sees

Opening the link (/portal/<token>) shows:

• The property address and a Transaction Progress bar across the five stages (Pre-Listing, Active Listing, Under Contract, Pre-Closing, Closed).
• Key Dates — the contract date (mutual execution of contract, or MEC) and closing date.
• Upcoming Deadlines and Completed deadlines, with a days-remaining or days-overdue indicator on anything still pending.
• Documents marked visible to clients, with a Download link once Done-Deal has received that document.
• A Talk to TC button that starts a live voice conversation with Reme, so the client can ask questions about the transaction out loud.

Only documents your team has marked client-visible appear here — internal documents and notes never show up on this page, regardless of role.

Link lifetime and revoking access

Portal links do not expire on their own — once created, a link works indefinitely unless you revoke it. To revoke one, open Share on the transaction and click Revoke next to the link. A revoked link shows the same "not found" page as a bad link; it can't be reactivated, so generate a new one if the client needs access again.

Tip: Revoke a buyer or seller's link once the reason for sharing it has passed — for example, after closing, if you don't want the property page to keep working indefinitely.

FAQ

Can a client edit or upload anything from this link?

No. The property portal is read-only. The only action available is downloading a document that's already been received, plus starting a voice call with Reme.

Does the link work for anyone who has it, or just my client?

Anyone with the link's URL can open it — there's no additional login. Treat the link like a password: only send it directly to the buyer or seller it's for, and revoke it if you're unsure who has seen it.

What's the difference between this and the Client Portal?

A property portal link covers one transaction and needs no account. The Client Portal is a sign-in-required account that shows a client's full history across every transaction they've been a party to with you, but without this level of per-transaction document and deadline detail.

Is the "Talk to TC" voice feature part of the AI TC add-on?

The property portal itself, including the voice button, is not gated behind the AI TC add-on in the app today.