Give every client a window into their file.

The client portal

Clients get a clean, branded view of their mortgage journey. They can see the current stage of their deal, the documents you have requested, and the offers or mortgage details you choose to share — all in one place instead of scattered across emails and text threads.

When a document is needed, the portal shows exactly what to upload and lets clients submit it directly from their phone or desktop. Uploaded files land in the deal record inside BrokerDam, so you do not need to download attachments from email and file them by hand. The client sees a confirmation, and you see the new document on their file the moment it arrives.

The status view is updated automatically as the deal moves through your pipeline. Clients stop asking "where are we at?" because the answer is already in front of them — which means fewer interruptions and a more transparent experience.

The realtor and partner portal

Referral partners are the lifeblood of most broker books, yet keeping them informed usually means writing update emails or fielding phone calls. The realtor portal gives partners a professional window into the progress of the deals they sent you.

A realtor logs in through the same secure link flow as a client and sees only the deals you have shared with them. They can check status, see key milestones, and understand when a file is moving toward approval — without accessing sensitive client documents or other agents' referrals.

That visibility keeps the relationship warm and reduces the "just checking in" messages that pull you out of deep work. Partners feel looped in, and you stay in control of what they can see.

Your branding throughout

The portals are not generic BrokerDam pages with your name slotted in. They carry your logo, your colours, and your contact details, so clients and partners feel like they are dealing with your firm — not a third-party tool.

For solo brokers, that means presenting like a full firm without the overhead. For brokerages and teams, it means a consistent experience across every agent and every client touchpoint. The portal becomes an extension of the professional presence you have already built.

How access works

You send a secure portal link by email or text directly from the client's record. The recipient opens the link and verifies with a one-time code — no passwords to create, reset, or forget. Access is tied to the link and the verification, so clients are not juggling another set of credentials.

Because access is managed from BrokerDam, you control who sees what. Revoke or re-send a link at any time, and track when a client or partner last viewed their portal. The audit trail lives on the deal, alongside every other note, email, and document.

Frequently asked questions

Do clients need to create an account?

No. Clients access their portal through a secure link sent by email or text. They verify with a one-time code rather than managing a separate username and password, which means fewer forgotten credentials and faster adoption.

Can realtors see other agents' deals?

No. A realtor or referral partner sees only the deals you have explicitly shared with them. They cannot browse your full pipeline, view client contact details you have not shared, or access files belonging to other referral sources.

Is the portal branded to me?

Yes. The client and realtor portals carry your brokerage branding — logo, colours, and contact details — so clients experience a consistent, professional presence whether you are a solo broker or a growing team.