BrokerDrive gives buyers and sellers a portal that becomes their home base for the whole move: saved homes and searches, the agent's list of trusted vendors and lenders, a calculator for the monthly payment and cash needed at closing, where the deal stands, document requests, e-sign, and a timeline they can see. They sign in with a link sent to their email — no password.
Maria’s saved homes
$615K
$640K
$598K
Daniel joined the search
Your transaction
- Offer accepted
- Under contract
- Inspection
Client portal — saved homes and family
A buyer saves a Reunion, CO home, signs in with an emailed link, invites a family member, and later sees the deal timeline and document requests.
Transcript
Maria saves a home and signs in with a link sent to her email. She invites Daniel into the portal, shares favorites with Jordan Hayes, and later sees the deal timeline and document requests once the deal goes under contract.
What it does
Sign in with a link, no password
No passwords to remember. Clients sign in with a secure link sent to their email and pick up where they left off.
Saved homes and family
Saving a home sets up a quick account, and buyers can invite a spouse or family member to look together.
A kit for the whole move, not just listings
- The agent's trusted vendors (inspector, lender, mover, and more)
- Lenders with preapproval links
- A calculator for the payment and cash needed at closing
- Save what-if numbers and share them with the agent
Portals for buyers and sellers
- Saved searches and collections
- Document requests and e-sign
- A deal timeline the client can see
- Helpful links the agent picks
One place to come back to
Listings, money estimates, trusted people, and next steps in one place keeps clients with you through the whole move — not lost in an email thread.
Who sees what
Agent view
Pick your trusted vendors and lenders, share collections, ask for documents, and keep clients with you from one place.
Client view
Saved homes, a payment calculator, your agent's trusted pros, the deal timeline, and what's needed next — all in one simple portal.
Why it matters
Repeat and referral business comes from clients who feel taken care of. A portal with trusted people, money estimates, and next steps is a relationship clients actually come back to — and something a CRM-only tool can't match.
Frequently asked questions
- Do clients need a password?
- No. They sign in with a link sent to their email.
- Can I share my trusted vendors and lender in the portal?
- Yes. Build a list of trusted vendors and lenders, and you choose who sees each one. Clients see a note that it's for their convenience. Your private lists are never shown to your broker on their own.
- Is there a mortgage calculator?
- Yes. Every portal estimates the monthly payment and the cash needed at closing. On upgraded plans, clients can save what-if numbers and share them with you.
- Can clients invite family to look together?
- Yes. A buyer can invite a spouse or family member into the portal.