Clients and their portal
Every client brings a story. Keep the context.
Bring contacts, buyers and sellers into your workspace. Continue their searches, share properties and prepare follow-up with each person’s information close at hand.
A record you can return to
Find the client and open their workspace. Review their information and related work to pick up the conversation without relying on memory or scattered messages.
From their needs to a selection
Work on buyer searches and properties connected to sellers. Share a selection through Cosmic and review available portal activity to follow up with context.
A place your client can return to
The portal lets clients search properties, save favorites and view shared properties. Client sign-in is separate from the agent workspace.
Open client sign-in ↗