Build portal software for agents without code
Manage deals, share leads, and track commissions in an AI-powered portal software for agents built with AI to fit your firm's workflow.
Build exactly what your agents need
Customize portal software for agents that looks sleek out of the box. Add only the features you need, and iterate as your team workflows evolve.
Streamlined agent onboarding
Deal registration and tracking
Centralized resource library
Agent commission dashboards
Lead sharing and assignment
AI-powered deal insights
Bring all your agent data together in real time
Connect spreadsheets, CRMs, and deal trackers with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give every agent a custom, secure experience.
Give each agent the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Agent apps are mobile-ready by default. Turn it into a downloadable app in one click so agents can track leads from the field.
Works on any device
Agent apps are mobile-ready by default. Turn it into a downloadable app in one click so agents can track leads from the field.
Automations
Build native automations to handle commission notifications, status updates, and lead assignments whenever agent records are changed.
User groups
Provide separate logins for different types of agents, and create personalized dashboards to show each individual their own deal pipeline.
Advanced permissions
Apply rules for your agents. Customize who can view lead details or edit contract statuses at even the most granular level.
Security
Protect sensitive agent and client information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Build your agent portal in minutes with AI—no manual setup or technical expertise required.
Consolidate your stack
Add features like commission tracking or deal insights as your agency grows—without needing to rebuild.
Flexible as you grow
Start with an agent portal, then add training hubs or client dashboards—all in one place with no extra tools.
Generate a custom portal software for agents with AI
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Create custom portal software for agents now
Go from idea to a live partner portal in under an hour. Get started free—no setup time, no developer needed.