Client portals for real estate and property

Tenants, owners, buyers and investors each need a different view of the same properties. A portal shows each of them only what's theirs, from rent and repairs to statements and signed documents.

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Example portal

Property managers

Let tenants pay rent and report repairs without calling the office

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More ways to use it

Homeowners association portal

Homeowners pay dues, find community documents and raise requests with the board, in a portal for your association only.

Zoho Books
Zoho WorkDrive
Zoho Desk
Zoho Bookings

What clients do

Pay dues and see their account
Find meeting minutes, rules and budgets
Raise a request or report an issue
Book shared facilities

What your team gets

Dues invoiced and paid through Zoho Books
Documents shared once with every homeowner
Requests tracked as tickets, not emails
Homeowners see only their own account

Real estate transaction portal

Buyers and sellers see each step of their transaction, sign documents and share what's needed, instead of chasing their agent for updates.

Zoho CRM
Zoho Sign
Zoho WorkDrive
Zoho Bookings

What clients do

Follow the milestones of their sale or purchase
Sign offers, disclosures and agreements
Upload the documents the transaction needs
Book viewings or meetings with their agent

What your team gets

Transaction stages come from Zoho CRM
Signed documents stored with the deal
Each client sees only their own transaction
Fewer 'any news?' calls

Homebuilder warranty and snagging

New homeowners report defects with photos and follow each one until it's fixed, and your site team works from one list.

Zoho Desk
Zoho WorkDrive
Zoho Bookings
Zoho CRM

What clients do

Report a defect with photos
Follow each warranty request to completion
Download their home manual and warranty documents
Book a visit for the repair

What your team gets

Defects arrive as tickets with photos attached
One list per home, not per email thread
Homeowners see only their own home
A record of every visit and fix

Short-term rental owner portal

Property owners see their statements, upcoming stays and maintenance, without asking your team for a report every month.

Zoho Books
Zoho WorkDrive
Zoho Desk
Zoho CRM

What clients do

See monthly statements and payouts
Download invoices for management fees
See reports on bookings and income for their property
Raise maintenance or owner requests

What your team gets

Statements shared once in each owner's folder
Owner reports scoped to their own properties
Requests tracked as tickets
Owners see nothing about other owners

Commercial fit-out projects

Tenants follow their fit-out from design to handover, review drawings and approve changes in one place.

Zoho Projects
Zoho WorkDrive
Zoho Sign
Zoho Desk

What clients do

Follow the fit-out's milestones
Review drawings and specifications
Sign change orders and approvals
Raise questions as tickets

What your team gets

Project status comes from Zoho Projects
Drawings shared in the project folder
Approvals signed and stored
Each tenant sees only their own project

Real estate investor portal

Investors find their statements, reports and documents in one secure place, and sign what they need to without paper.

Zoho WorkDrive
Zoho CRM
Zoho Sign
Zoho Analytics

What clients do

Download statements and quarterly reports
See reports on the investments they hold
Sign subscription documents
Update their contact and payment details

What your team gets

Reports shared once, scoped to each investor
Subscription documents signed and stored
Detail changes land in Zoho CRM
A full audit log of who saw what

Community architectural review

Homeowners submit plans for approval and follow the review, and the board works from complete applications.

Zoho Forms
Zoho CRM
Zoho WorkDrive
Zoho Desk

What clients do

Submit an application with plans and photos
See where their application stands
Answer questions from the review board
Download the approval when it's granted

What your team gets

Applications become records with the plans attached
Questions and answers kept on one thread
Homeowners see only their own applications
A history of every decision

Other industries

See it for your own clients

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