Create a real estate client portal with AI
Softr makes it easy to build a customer-facing portal to manage property listings, set up bookings, and more. No code needed.




Bring your data and tools together in real-time
Softr's AI Co-Builder generates a database when it builds your app, or you can connect to 17+ data sources with 2-way sync. Whether you have existing data or are building from scratch, you're covered.
Add only the views and features you need
Describe what you need, get a full portal back. Then switch between AI and visual editing to add content, adjust logic, and iterate as your workflows evolve.






A real estate client portal that's easy to scale
Create a personalized, secure experience for every client, all within a single portal. Tailor the look and feel to align with your brand.
User management
Create custom user groups and separate logins to provide different views and access levels for your team and real estate clients.
Branding
Deliver a professional client portal that reflects the look and feel of your brand (and impresses your clients).
Works on any device
Turn your portal into a downloadable mobile app in one click with Softr’s PWA feature, no extra design work needed.
Automations
Use Softr Workflows to automate processes across your app—or connect to Make, Zapier, n8n and more.
Advanced permissions
Customize who sees what, and which actions they can take, even at the most granular level.
Security
Protect customer information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
Go from zero to app, incredibly fast
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.














Frequently asked questions
A real estate client portal is a secure, centralized hub where clients can log in to view property listings, submit and access documents, and communicate with their real estate agent. It gives agents and their clients one place to stay connected throughout the buying or selling process.
A real estate client portal is used to provide clients with a single place to find and track listings, view and upload documents, receive updates from their agent, and more. Instead of sending files and updates over email or text, everything is centralized, secure, and easy to access.
Real estate agents and brokerages use portals to keep communication in one place, share property details, and provide a more professional experience. With Softr, you can build a custom real estate client portal in hours and connect it to the tools you already use.
A custom real estate portal makes buying, selling, or renting properties more transparent and efficient. The main benefits are:
- Self-serve convenience for clients: They can log in anytime to see listings, offers, or submit or sign required documents.
- Time savings for agents: Less back-and-forth answering repetitive client questions or sending files.
- Security: Sensitive transaction data stays protected behind secure logins.
- Transparency: Clients know the status of their deals or property searches.
- Professional look: A branded portal builds client trust and sets your real estate services apart.
With Softr, you also get the benefit of building and customizing your real estate portal quickly—no code needed.
A good real estate portal should make it easy for agents and clients to share information and track transactions. The most important features include:
- Secure logins and permissions to ensure clients only see their own listings, offers, and documents.
- Property dashboards and saved searches to let clients track the listings they care about most.
- Document and file sharing to upload purchase agreements, disclosures, inspection reports, or contracts.
- E-signature and PDF download to allow clients to sign documents digitally and save property information or contracts for offline access.
- Offer and transaction tracking to give clients visibility into where deals stand.
- In-app comments to keep all communication tied to the property or transaction.
- Customization to brand the portal to match your brokerage and client experience.
- Integrations and data flexibility to connect to tools you already use (like Airtable, Google Sheets, Notion, HubSpot, SQL) or manage data directly in Softr Databases.
- AI assistance to let clients and agents query data, generate summaries, or get instant answers without manual searching.
With these features, a real estate client portal becomes a powerful resource for property transactions.
Building a custom real estate client portal doesn't require coding from scratch or buying vertical software. Today, you can create a fully functional real estate client portal with Softr's AI Co-Builder — no coding required.
Here's how it works:
- Generate your app from a prompt: Describe what you need and the AI Co-Builder generates a fully functional app — database, business logic, and utility pages (like login, password reset, and account settings) already included.
- Refine to your needs: Switch between prompting and visual editing to customize logic, control who sees and edits what, add features, and scale as your business evolves — all on your own, no developers needed.
- Customize branding: Add your logo, colors, and domain so the real estate client portal reflects your brand.
- Add workflow automation: Use Softr Workflows to automate tasks like sending reminders, issuing certificates, or notifying instructors. You can also add Softr Forms to collect info and trigger workflows.
- Launch and iterate: Publish in minutes, then update or expand your real estate client portal as your needs and workflows expand.
Yes. With Softr's AI Co-Builder, you can describe what you need and get a custom real estate client portal back — database, logic, and UI included — without writing a single line of code.
Softr creates a data schema for you where you can easily add or import your own data or connect to existing tools. After the AI Co-Builder generates your app, you can customize pages (through prompting or visual editing), refine users and permissions, tweak styling, and automate with Softr Workflows — all without a developer.
Softr's AI Co-Builder generates a Softr database schema when it builds your real estate client portal app, so if you're starting from scratch, your data structure is ready to go. You can add or import data directly, no migration needed.
If you already have data elsewhere, Softr connects to 17+ sources including Airtable, Google Sheets, HubSpot, Notion, MySQL, PostgreSQL, monday.com, ClickUp, and more — or connect any system through the REST API connector.
Either way, your real estate client portal stays in sync with your data in real time.
Yes! With Softr, you can add a built-in AI assistant to your real estate client portal without extra setup. Instead of coding prompts or configuring separate tools, you can add the Ask AI to any block and it works directly with your live data.
For example, clients can ask: “Show me all available 3-bedroom homes under $600k.” or “What’s the status of my offer?” Agents can ask: “What are the comps for 2-bedroom properties in the Alpine neighborhood?" or “Which clients haven’t submitted payslip documents?”
The AI assistant only reads the data users already have access to, so clients and agents get instant answers without ever seeing information outside their permissions.
Most construction client portal tools are either too rigid, too expensive, or fall apart the moment real users and real data are involved. Softr is different because it's built for actual business use from day one.
Describe what you need, and the AI Co-Builder generates a fully functional app — database, logic, and UI already connected. No generated code to debug, no developer needed to make it production-ready.
From there, you stay in control: customize through prompting or visual editing, manage data in Softr Databases or connect to existing tools, set up role-based permissions, and automate processes with Softr Workflows. As your company grows, your app grows with it — without starting over or calling in a developer.












