The Portal Management page (/portal-management) lets you control your client-facing portal — the white-labeled web app your buyers, sellers, and tenants use to track their transaction, view listings, and communicate with you.
What is the Client Portal?
The client portal is a separate website your clients can access at a custom link you share with them. It shows them:
- The status of their deal
- Properties you’ve selected for them
- Documents they need to review or sign
- Upcoming appointments
- Messages from you
It’s branded with your name and photo — not Winnerr’s.
Portal sections
Overview
The summary tab shows how many clients have active portal access, recent portal activity (logins, document views), and any alerts needing your attention.
Portal Customization
Personalize how the portal looks for your clients:
- Logo — Upload your own or your brokerage logo
- Colors — Set primary colors to match your brand
- Agent photo and bio — Shown to clients in the portal header
- Custom domain — Point
portal.yourdomain.com to your Winnerr portal (contact support)
- Welcome message — Personalized greeting shown when a client first logs in
QR Code Manager
Generate QR codes that point directly to the portal login or to a specific client’s dashboard. Print on business cards, yard signs, and brochures so clients can access their portal instantly.
Portal Analytics
See how clients are using their portal:
- Login frequency
- Most-viewed pages
- Documents opened
- Time spent on listings
Client Access
Manage which contacts have portal access. Send a portal invite to any contact with one click — they receive an email with their personalized login link.
Revoke access from this panel if a deal falls through or a client relationship ends.
Portal Settings
- Notification preferences — What alerts you receive when clients interact with the portal
- Document visibility — Which documents clients can see vs. which are internal
- Listing visibility — Whether clients see all properties associated with their deal or only curated selections
Sharing portal access with a client
- Open the client’s contact profile (or deal detail)
- Click Grant Portal Access
- The client receives an email with a secure link
- They set their password and can immediately see their deal status
Include the portal link in your buyer/seller consultation package and in your closing email so clients always know where to go for deal updates.
