Client Portal
Branded portals & shareable galleries
+$49
/mo add-on
How It Works
Client Portal Workflow
A branded portal for buyers, sellers, and your internal team
Invite clients into the right view, keep documents and updates organized, and give your team a central activity trail.Step 1
Configure portal
Branding and accessCustom domain
Theme controls
Permission groups
Step 2
Invite client
Buyer or seller pathBuyer match queue
Seller deal timeline
Secure login
Step 3
Share workspace
Documents and updatesProperty details
Document access
Status updates
Step 4
Collect activity
Messages and signalsQuestions
Interest signals
Upload events
Step 5
Review dashboard
Team operating viewActivity feed
Client list
Document queue
Buyer portal
Matched properties, interest capture, document access, and team messaging.Seller portal
Deal progress, signing tasks, communication history, and payout visibility.Shared document hub
Secure upload, e-signature handoff, and mobile-friendly access.Admin activity trail
Portal analytics, notifications, branding controls, and client activity in one place.Two Portal Types, One Platform
Buyer Portal
Let buyers see matched properties and express interest- Match queue with tier timing
- Property detail pages
- Express interest button
- Document access
- Message your team
Seller Portal
Keep sellers informed throughout the transaction- Deal progress timeline
- E-signature workflows
- Status updates
- Communication hub
- Payout tracking
Custom Branding
White-label
Your Portal URL
yourcompany.orbilattice.com
Brand Colors
+ custom
Logo Upload
Upload your logo
Email Templates
Customize notifications
What's Included
Branded portal URL (yourname.orbilattice.com)
Buyer match portal (with Match Automation)
Seller deal tracking portal
Document sharing & e-signatures
Secure messaging
E-signature tracking (pending/completed)
Progress timeline visualization
Share Center: Create public property galleries
Curated collections (Active Listings, Investment Deals, etc.)
Role-based templates (Buyer, Investor, Agent Marketing)
Gallery branding (logo, colors, bio, contact info)
Shareable links with expiration & password options
Anonymous visitor tracking & engagement scoring
Lead capture forms with custom fields
Auto-convert high-engagement visitors to leads
Mobile-optimized interface
Custom branding & colors
Activity notifications
Gallery & portal analytics
Perfect For
🏠 Wholesalers
Give your cash buyers a dedicated portal to see matched properties based on their tier. VIP buyers get priority access, others see properties after tier-based delays.Pairs with Match Automation
🏘️ Investors
Keep sellers informed throughout the acquisition process. Timeline view shows progress, document signing happens in-portal, and sellers always know the status.Pairs with Deal Pipeline
👔 Agents
Professional client experience with your branding. Clients see all their documents, timeline updates, and can communicate directly through the portal.Pairs with Campaign Hub
Portal Security Controls
SSO integration available
Encrypted transport and storage controls
Audit-ready infrastructure controls
Configurable privacy and retention controls
Audit logging
Role-based access control
Frequently Asked Questions
The buyer portal works without Match Automation, but buyers will only see properties you manually add. With Match Automation, buyer-match suggestions can be delivered based on tier timing and your approval settings.
Yes! You can upload your logo, set brand colors, customize email templates, and use your own subdomain (yourcompany.orbilattice.com).
Clients receive an email invitation with a secure magic link and enter a protected portal session.
Portal access is designed for your buyer and seller network, with plan terms and operational limits applied where relevant. Portal analytics help you track engagement.
E-signature integrations can let clients review and sign documents directly in the portal when configured. They receive notifications when documents are ready.