Experience · $40/mo add-on
Give every client one calm place to follow the deal
Stop juggling group texts, email chains, and random attachments. SAM Client Portal is a branded home for buyers and sellers — milestones, documents, your team, and next steps — tied directly to the listings and transactions already living in SAM.
The problem
Clients experience your business as a pile of messages. Status lives in your head, docs live in inboxes, and dates live in calendars they never see. Between touchpoints they guess — or they call you for the same update again. Generic third-party portals don’t wear your brand and don’t know what is already in your CRM.
How it works
Activate Client Portal on your SAM account, brand it with your logo and colors, and invite buyers or sellers with a secure magic link. Milestone templates shift the experience from first appointment through on-market, in escrow, and closing. What clients see reflects listing and transaction context already in SAM — At a Glance, progress, documents, team contacts, and messages — without rebuilding the deal in another tool.
One source of truth for clients
Replace scattered threads with a single property journey they can reopen anytime.
Milestones that match the deal
Templates progress from appointment to closing so the page always matches where they are.
Your brand, not a utility UI
Logo, colors, hero imagery, and welcome copy make the portal feel like your business.
Team they can actually reach
Agent, TC, and partners stay visible with contact details — and addresses that open in Maps.
Fewer “just checking in” calls
Status, dates, and documents are self-serve so your conversations stay advisory.
Fed by SAM, not a side CRM
The portal sits on top of your listings and transactions — the same system that runs your day.
See it in SAM
Theme-aware product views from the live app — plus campaign hero art where noted.
Seller week three, Tuesday night
Your listing has been live for three weeks. Instead of another “any updates?” text, the seller opens their portal: On Market status, recent activity at a glance, showing notes you’ve chosen to share, and your team directory. They review the next open house prep checklist, message you from the portal, and go to bed without another round of catch-up emails.
Built for the way real estate deals actually move
Stop sending clients through group texts, email threads, and random PDF dumps. Give every buyer and seller one branded place that updates with your SAM data — so they always know what is next, who to call, and why it matters.
Scattered updates
Dates live in your calendar, docs in email, feedback in texts. Clients fill the gaps by calling you — or worse, Googling answers.
Anxiety between touchpoints
Even great agents look unreliable when status only travels when someone remembers to send it.
Brand on the sidelines
Third-party portals and shared folders look generic. Your logo, colors, and team should own the client experience.
One portal that follows the deal
Templates shift with the milestone — from first appointment through on-market, in escrow, and closing — so clients always see the right story for where they are.
Stage 1
Your appointment
Consultation & first visit
Set expectations early: agenda, team introductions, and what happens after the meeting.
Set expectations early: agenda, team introductions, and what happens after the meeting. Stage 2
On market
Live listing status
Keep sellers calm with at-a-glance status, activity, and resources while the home is live.
Keep sellers calm with at-a-glance status, activity, and resources while the home is live. Stage 3
In escrow
Under contract clarity
Contingencies, next dates, and shared progress replace the “where are we?” text.
Contingencies, next dates, and shared progress replace the “where are we?” text. Stage 4
Closing
Countdown to the keys
Celebrate the finish line with clear closing details, documents, and post-close handoffs.
Celebrate the finish line with clear closing details, documents, and post-close handoffs.
Build each milestone from ready-made widgets
Every milestone page is assembled from drag-and-drop widgets. Pick the ones that fit each stage, put them in any order, and add an optional icon to each section. You can also choose whether each title sits inside its card or above it.
Welcome & highlights
Welcome message
A milestone title with a personal welcome and intro so clients know exactly where they are and what this stage means.
Highlight banner
A standout card for the moment: consultation details, live listing status, or an escrow celebration, in your brand colors.
Announcement
A centered banner with an icon, a personalized message, an optional button, and your signature, for news you don't want missed.
Highlight text
Short, client-specific callouts, like a key date or a personal note, that only appear once you fill them in.
Info card
A simple titled card with a description, perfect for setting expectations before you have links or files to share.
Listing & deal status
Key facts
An at-a-glance snapshot of the listing or transaction, like price, MLS number, and status, pulled straight from SAM.
Estimated net proceeds
A clear estimate of what the seller can expect to walk away with, plus your notes and disclaimer.
Price History
The original and current list price with change dates, so price adjustments are explained, not awkward.
Showing activity
Showings and the feedback you choose to share, grouped by tour, so sellers see real interest in their home.
Buyer Demand & Outreach
A timeline of the marketing you're doing behind the scenes, like email blasts, social posts, and lender outreach.
Checklist progress
Read-only progress on the checklist items you choose, so clients can see what's complete and what's still ahead.
Dates & next steps
Important dates
Key dates from the contact, listing, or transaction, spelled out clearly so no one misses an appointment or deadline.
Date List
A titled timeline of milestones that shows Upcoming until a date is set, and a green check once the matching task is done.
Calendar widget
Calendar activities you tag for the client, split into pending and completed, so progress is visible.
Numbered List
A simple numbered set of steps, like What's Next after closing, that clients can follow at their own pace.
People & communication
Notes from your agent
Notes you tag in SAM appear in the portal with their formatting and clickable links, newest first.
Party members
Lender, title, escrow, and other parties on the deal, with tap-to-call phone numbers and email links.
Service Providers
Sellers enter their utility and service providers, and buyers see them later in escrow, without a single email.
Documents & resources
Documents & files
Tagged files, external documents, and your Document Library in one tidy list clients can open anytime.
Links & resources
A card grid or compact list of helpful links, like comps, guides, and disclosures, each with its own icon.
Text section
Meeting notes and takeaways, or any custom text, so clients can revisit what you discussed.
Client tasks & selections
Seller Homework
A collapsible questionnaire sellers fill out and update from the portal, with answers saved back to SAM.
Fee / selection card
Present fee tiers or options with amounts set per client, and show only the choices that apply.
Improvement Program
Pre-listing improvements with costs, dates, and status, so sellers can track the work that boosts their price.
Photos & video
Photo Carousel
A scrolling strip of property photos that expands to full screen, the same photos you use on landing pages.
Video
A YouTube, Vimeo, or MP4 video that plays right inside the portal, from a link or a document on the record.
Scrolling Videos
Several videos in one scrolling row. Clients click any video to play it in a larger view and move between them with next and previous buttons.
What changes when clients have a portal
Fewer status calls
Clients check At a Glance, milestones, and documents themselves — you spend time advising, not repeating.
Clearer next steps
Progress steppers and milestone pages show what is done, what is next, and what needs their attention.
Your team in one place
Agent, TC, lender, and support contacts stay visible with phone, email, and mapable addresses.
Messages that stay in context
Portal conversation stays tied to the property journey — not buried in a personal inbox thread.
Branded for every deal
Logo, colors, hero imagery, and welcome copy match your business — not a generic utility UI.
Tied to SAM, not a side app
Listings, transactions, dates, and team data already live in SAM. The portal reflects them; you don’t rebuild them elsewhere.
Add-on for active SAM accounts
$40 / month
Up to 10 active client portals on your paid SAM account. One fee — buyers and sellers get a polished experience that reflects the system already running your business.
Included with the add-on
- Buyer & seller portal experiences
- Milestone templates (appointment → closing)
- Branding: logo, colors, hero imagery
- Team directory & property context
- Magic-link access for clients
Why not “just send another link”?
Group texts and forwarded PDFs
One login, one property story, updates that match the deal stage
Stand-alone consumer portals that ignore your CRM
Experience fed by SAM listings, transactions, and team records
Clients guessing between touchpoints
Milestones, At a Glance, documents, and next steps on demand
Another subscription that looks nothing like your brand
$40/mo add-on that wears your logo and colors
FAQ
Client Portal is $40 per month for active, paid SAM accounts and includes up to 10 portals. Order from the Client Portal order form when you are ready to activate.
Buyers and sellers you invite — typically via a secure magic link. Each grant is tied to the listing or transaction context you choose so the experience stays relevant.
Yes. Account branding covers logo, colors, and hero imagery so the portal feels like your business, not a generic consumer app.
No. Client Portal reflects listing and transaction information already in SAM. You configure what clients see; you don’t maintain a second deal file in another product.
Yes. Client Portal is an add-on for active, paid SAM accounts. Start with SAM if you are not already on the platform, then activate the portal add-on.
Related
Features
- Properties & deals — Properties, listings, transactions, and projects on one address — with section tabs for marketing, showings, offers, repairs, checklists, and Routine-driven milestones.
- Contacts — Tags, custom fields, pipelines, notes, files, and activity history — so you always know who someone is and what happened last.
- Inbox & Outbox — Unified inbox with assignment, snooze, templates, AI draft suggestions, and an Outbox for review before send — including WhatsApp and Meta messaging.
- Routines — Date-triggered playbooks with calculations, checklists, and multi-channel actions — plus AI builders for single routines and full workflows.
Ready to give clients a calmer deal experience?
Activate Client Portal for $40/mo on your paid SAM account — up to 10 portals — or book a walkthrough first.