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Client Portal & Experience

White-label buyer portal for showings and offers. Seller portal for feedback and transaction status. Branded mobile app. The experience that turns clients into referral machines.

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Buyer Portal

5 features

Property Search & Favorites

Buyers browse MLS listings, save favorites, create collections, and request showings — all within your branded portal on your domain.

Showing Schedule & Access

Buyers see their upcoming showings, receive access codes, and get directions. Post-showing feedback requests arrive automatically.

Offer Tracking

Real-time offer status: submitted, countered, accepted, or declined. Multiple-offer situations tracked with deadline visibility.

Transaction Timeline

Milestone tracking from accepted offer to closing. Inspection, appraisal, financing, and closing dates with countdown and task visibility.

Document Access

Contracts, disclosures, inspection reports — organized and accessible. Secure sharing with role-based permissions.

Seller Portal

4 features

Listing Performance Dashboard

Views, inquiries, showings scheduled and completed, days on market, and portal traffic. Sellers stay informed without phone calls.

Showing Feedback Feed

Every showing produces feedback via Signal geofence. Buyers rate the property and leave comments. Sellers see it all in their portal.

Offer Review & Comparison

Multiple offers displayed side by side: price, terms, contingencies, financing, and closing timeline. Sellers compare and respond in-portal.

Marketing Activity Log

Every marketing action visible: syndication status, ad spend, open house attendance, and campaign performance.

Branded Mobile App

3 features

Client-Facing Property App

Your branded mobile app where buyers browse listings, save favorites, request showings, and submit offers. Your logo, your colors, your experience.

Push Notifications

New listings matching saved searches, showing confirmations, offer updates, and milestone alerts — all via push notification.

In-App Messaging

Clients message you directly through the app. Conversations thread to the contact record in your CRM.

Portal Branding & AI

4 features

White-Label Everything

Your logo, colors, custom domain (portal.yourname.com), favicon, and login background. Zero Calisto branding visible to clients.

AI Portal Chat

Conversational AI embedded in the client portal answers property questions, transaction status inquiries, and process FAQs 24/7.

Referral Program (Circle)

Past clients refer friends through the portal. Track referrals, attribute closings, and automate thank-you rewards.

Portal Analytics

Track which listings clients view, how often they log in, and what triggers engagement. Use portal behavior to time your outreach.

Clients Never Ask "What's Happening?"

The #1 complaint in real estate is lack of communication. A portal with real-time transaction status, showing feedback, and offer tracking eliminates the question. Clients feel informed. You feel professional.

Referrals Happen When Clients Feel Seen

A branded portal, a mobile app with their name on it, showing feedback arriving in minutes — these are the moments that turn a transaction into a referral. Circle tracks it all.

Client Portal & Experience

Your clients deserve visibility. Your brand deserves a portal. The experience gap between you and the agent next door becomes your moat.