Create a real estate client portal, without code
Softr makes it easy to build a customer-facing portal to manage property listings, collect information, set up bookings, and more.




Bring your data and tools together in real-time
Build on top of your existing data with 15+ native integrations, or use Softr’s built-in databases to power your real estate portal. No manual updates—your content stays synced automatically.
Add only the views and features you need
Use drag-and-drop blocks to build a real estate portal that looks sleek and modern out of the box. Add only the features you need, 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.
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
Connect with your existing tools, including Make and Zapier, to seamlessly automate workflows.
User groups
Create custom user groups and separate logins to provide different views and access levels for your team and real estate clients.
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.
Creating a real estate portal meant doesn't have to mean buying expensive custom software or hiring developers. Today, you can build one much faster using no-code client portal builders like Softr.
Here are the basic steps:
- Connect your data: Start by choosing where your property and client information will live. With Softr, you can build on top of tools you already use, such as Airtable, Google Sheets, Notion, SQL, or HubSpot. If you don’t have a system in place, you can also create and manage data directly in Softr Databases. This flexibility means you don’t need to switch systems — the portal adapts to your workflows.
- Set up users and permissions: Define roles like clients, agents, and admins, add secure logins, and control who can see or edit information. Softr makes this easy with built-in authentication and role-based access.
- Build your pages: Add dashboards, property listings, document tables, or offer tracking, and other resources with drag-and-drop blocks.
- Customize design and branding: White-label your client portal by applying your logo and brand colors and customizing layouts. A professional, branded look builds trust and loyalty.
- Add workflows and automations: Automate routine actions and fine-tune permissions. For example, trigger notifications when a new property matches a client’s search criteria or allow only admins to approve final documents.
- Publish and iterate: Launch your portal in hours, then update or expand it as your business grows.
With Softr, you can complete all these steps without coding, using pre-built templates or an AI app builder to get started even faster.
Yes, you can build a custom real estate client portal without coding by using a platform like Softr.
Instead of hiring developers, you can launch a secure portal in hours: Connect your data from Airtable, Google Sheets, HubSpot, Notion, SQL (and more) — or use Softr’s own database. Then set up secure logins and add pages like property listings, offer dashboards, or document libraries with simple drag-and-drop blocks.
Finally, you can apply your branding, control permissions, and add workflows, all without writing a single line of code.
With Softr, you can build a real estate client portal on top of the tools you already use, so you don’t need to move your data. Softr supports 15+ native integrations, including Airtable, Google Sheets, Notion, HubSpot, and SQL databases like MySQL, PostgreSQL, and Supabase. You can also connect any other tool using the REST API connector.
If you don’t have a system in place, Softr includes its own Softr Databases, where you can design and manage your data structure directly. This means you can choose whether to keep data where it already lives or build everything inside Softr from scratch.
No matter the source, Softr lets you sync data to your portal in real time, control permissions, and decide what clients can view or edit. That flexibility makes it easy to keep all information in one system of record, but ensure your clients only see what's relevant to them.
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 real estate portals are either tied to rigid platforms with limited customization or require expensive development to tailor for your clients and workflows. Softr gives you both flexibility and speed.
- No coding required: Drag-and-drop blocks, pre-built templates, and secure login options mean you can launch in hours, not weeks.
- Data flexibility: Connect existing data sources (Airtable, Notion, SQL, Google Sheets, HubSpot, ClickUp, monday.com, BigQuery) or manage your data directly in Softr Databases.
- Custom branding: Match the look and feel of your brokerage with full design control.
- Granular permissions: Control what each client sees or can do, with roles like client, agent, or admin.
- Built-in AI assistant: Unlike many builders, Softr includes AI so clients and agents can get insights directly inside the portal—no coding or complex setup required.
This mix of speed and flexibility makes Softr a great option for real estate agents who want to deliver a modern, professional, and scalable client experience without relying on developers.












