The Client Portal Dashboard is designed to simplify your workflow and elevate your client experience. Whether you're an Admin, Agent, or Client, the Dashboard gives you fast, intuitive access to the tools, transactions, and communication that keep every part of your process moving smoothly.

Below is a guided walkthrough of each section, tailored to your role in the Client Portal.

Admins have full control over team settings, roadmap templates, documents, and communication. Here’s a breakdown of each part of the Client Portal Dashboard and what it does.

A) Sidebar Collapse Icon

Hide or expand the left sidebar to give yourself more screen space.

B) Team Drop-Down

If you're part of multiple teams, use this drop-down to switch between Client Portals.

C) Roadmap Builder

Open the Roadmap Builder to create or edit roadmap templates for your clients.
​More information on building Roadmaps can be found in this KB article. 📙

D) Message Center

View all your direct messages and comment threads in one place.

E) Admin Menu

F) Helpful Resources

Quick access to all Client Portal KB articles.

G) Sidebar Collapse Icon (Right Side)

A second option to hide or expand the sidebar (same function as item A).

H) Transactions Section

Search for transactions and assign Roadmaps directly from the Dashboard.
​More information on assigning Roadmaps can be found in this KB article. 📙

I) Contact Search Bar

Search for a client to jump straight into their transaction details, roadmaps, documents, and comments.

J) Recently Viewed Transactions

Displays the transactions you recently opened for fast navigation.

K) Settings Icon

Customize your Client Portal experience:

L) Notifications Panel

See threads where you've been @mentioned and reply directly from the panel. You can also jump to the Message Center by clicking this icon.

M) Account Profile Icon

Access your personal settings:

Agents have access to the tools they need to manage communication and track client progress through their transactions.

A) Sidebar Collapse Icon

Hide or expand the left sidebar to give yourself more screen space.

B) Team Drop-Down

If you're part of multiple teams, use this drop-down to switch between Client Portals.

C) Message Center

View all your direct messages and comment threads in one place.

D) Helpful Resources

Quick access to all Client Portal KB articles.

E) Sidebar Collapse Icon (Right Side)

A second option to hide or expand the sidebar (same function as item A).

F) Transactions Section

Search for transactions and assign Roadmaps directly from the Dashboard.
​More information on assigning Roadmaps can be found in this KB article. 📙

G) Contact Search Bar

Search for a client to jump straight into their transaction details, roadmaps, documents, and comments.

H) Recently Viewed Transactions

Displays the transactions you recently opened for fast navigation.

I) Settings Icon

Customize your Client Portal experience:

L) Notifications Panel

See threads where you've been @mentioned and reply directly from the panel. You can also jump to the Message Center by clicking this icon.

M) Account Profile Icon

Access your personal settings:

Clients can view their transaction progress, upload documents, communicate with your team, and stay on top of important updates.

A) Sidebar Collapse Icon

Hide or expand the left sidebar to give yourself more screen space.

B) Message Center

Opens the client’s Message Center, showing all comment threads they’re part of.

C) Logout Button

Log out of the Client Portal.

D) Sidebar Collapse Icon

A second option to hide or expand the sidebar (same function as item A).

E) Transactions Section

Clients can see their transaction(s) and click View Transaction to:

F) Settings Icon

Personalize the Portal appearance:

G) Notifications Panel

Shows all @mentions and allows clients to reply directly. They can also open the Message Center by clicking this icon.

H) Logout Button

Another place to log out of the Client Portal.