Client Portal
Keep your deal moving in one organized room.
Share selected documents and next steps with buyers, sellers, and lenders. Collect requested files, review milestone updates, and keep each recipient’s conversation with your team private. Recipient-bound portal access does not prove delivery, acceptance, signature, legal review, or a general-purpose cloud-storage product.+$49
/mo add-on
How it fits your work
Who it helps
Operators coordinating transaction participants and documents around a deal.
Step 1
Publish a deal room and select what each participant can see.
Step 2
Request documents, review milestone proposals, and message recipients privately.
Step 3
Review guest uploads and track follow-up directly from Mission Control.
What you receive
An organized transaction room connected to your deal workflow without adding another inbox.
Know the limits before you start
Access is not proof that a recipient received or accepted a document. This is not an e-signature service or general cloud-storage replacement.
Access and ongoing costs
Explorer stays free. Any introductory access is limited to the allowance shown in your workspace; it does not include unrestricted use of this add-on. Check the required products above and your remaining allowance before upgrading. Some connected provider usage may be billed separately; check the offer's included allowances and provider terms.