Setting Up Client Portals for Tenants and Landlords

A client portal lets the tenant or the landlord follow their deal and send you documents without e-mail threads. Your team stays in control of every review and decision.

Invite the parties

On the deal, open the Portal tab and press Invite to Portal. Choose the tenant or the landlord and Send Invitation: they receive an e-mail with a secure link, and sign in with a one-time code sent to the same address.

From the same tab you can Resend an invitation, see when it was sent, when the person last opened the portal and how many pages they viewed, and Revoke Portal Access at any time.

What the client can do

• follow the deal's progress;
• see the documents shared with them and upload their own — identification, for example;
• download the tenancy contract and upload the signed copy;
• see the payments that concern them;
• read their notifications.

A tenant and a landlord each see their own side — not each other's private documents.

What stays with your team

• Review. Every upload waits for your team to Verify or Reject it; a rejection carries its reason.
• AI extraction is not automatic. An upload changes no data on the deal; your team chooses Extract with AI, reviews the fields and Applys them.
• Registration. The Ejari or Tawtheeq tab lists what is still missing and exports the data and documents; your team files with the authority and records the result.