The foundation of the portal, delivered as one connected system.
01
Central dashboard
One view of active work, pending review and recent document activity.
02
Brokerage, agent and transaction management
Records linked end to end, so every transaction carries its brokerage and agent.
03
Secure document storage
Files held against the transaction they belong to, with controlled access.
04
Workflow status tracking
New, in progress, awaiting docs and closed — visible at a glance.
05
Outbound email linked to transactions
Correspondence sent from the portal and filed against the record.
06
Search and filtering
Find any property, brokerage or agent across the whole book of work.
07
Role-based permissions
Staff see what their role requires, and nothing further.
Later phases build on this foundation — reporting, reconciliations and client-side access.