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 the Client Portal tab.
2. Leave Email link to client checked if you want Done-Deal to email the link, or uncheck it to send the link yourself (for example, by text).
3. Click Buyer Link or Seller Link, depending on who you're sending it to.
   • With the box checked, Done-Deal shows the email address on file for that party; click Send Email. If there's no email on file, click Create Link instead: the link is created but not emailed.
   • With the box unchecked, the link is created and copied to your clipboard. You can copy it again any time with Copy link.

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 Client Portal tab shows every active link for the transaction, including how many times each one has been viewed and, if it was emailed automatically, when.

Sharing only the dates

If someone needs the dates and nothing else, click Buyer Calendar or Seller Calendar on the Client Portal tab. A calendar-only link shows the deal's dates with no documents and no price. It is never emailed: copy it and send it yourself.

Every buyer or seller link also has a Copy calendar button. It copies a calendar subscription link your client can paste into their calendar app, which keeps the deal's dates up to date as they change.

What your client sees

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

• The property address and a Transaction Progress bar across five stages, in plain words instead of the stage names you see. A buyer sees Getting started, Home search, Under contract, Getting ready to close and Closed. A seller sees Getting ready to list, On the market, Under contract, Getting ready to close and Closed.
• Key Dates — the contract date (mutual execution of contract, or MEC) and closing date.
• Your Team — you and the other people on the deal.
• Upcoming Deadlines and Completed deadlines, with a days-remaining or days-overdue indicator on anything still pending.
• A Calendar of the deal's dates, with an Add to my calendar button that copies a subscription link for the client's calendar app.
• Documents marked visible to clients, with a Download link once Done-Deal has received that document.
• If you have the AI TC add-on, 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. To share a document, open the transaction's Forms & Documents tab and click the eye icon on its row; click it again to hide it.

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 the transaction's Client Portal tab 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?

Yes. The Talk to TC button only appears on the portal when the agent has the AI TC add-on.