The Complete Client Experience Platform

Everything Your Clients Need in One Beautiful Portal

Keep clients engaged and informed with a branded experience that guides them from their first property search to closing day, all while saving you hours every week.

Features

Everything You Need in One Place

Powerful tools designed specifically for real estate agents to manage clients, automate workflows, and close more deals.

Client Portal

Client Portal

Give clients 24/7 access to their transaction with a beautiful, branded portal.

  • Real-time updates and notifications
  • Document access and downloads
  • Interactive checklists
  • Calendar and appointments
  • Mobile-friendly interface
Docs

Document Tracker

Track and organize transaction documents with visibility into who has signed what.

  • 36+ pre-loaded templates
  • Stage-based organization
  • Signature tracking
  • Buyer and seller packages
  • Download and share documents
Process

Process Visualization

Walk clients through the buying or selling journey with video-enhanced process pages.

  • Step-by-step visual journey
  • Embedded video explanations
  • Progress tracking
  • Customizable content
  • Reduces client anxiety
Checklist

Transaction Checklists

Never miss a step with comprehensive, customizable transaction checklists.

  • Pre-built buyer and seller lists
  • Stage-based organization
  • Role assignment (agent and client)
  • Help videos for each task
  • Completion tracking
Vendors

Vendor Directory

Showcase your preferred vendors with organized, searchable directories.

  • 9+ vendor categories
  • Full contact information
  • Ratings and specialties
  • Client-facing directory
  • Easy management
Brand

Custom Branding

Make the platform your own with full branding customization.

  • Custom colors and logos
  • Branded hero images
  • Agent link tree
  • Featured video showcase
  • Social media integration
Offers

Offer Comparison

Compare multiple offers side-by-side with intelligent highlighting.

  • Visual comparison table
  • Auto-highlight best values
  • Export and share capability
  • Category organization
  • Mobile-optimized view
Net Sheet

Seller Net Sheet

Generate accurate seller net sheets instantly for listing presentations.

  • Automated calculations
  • Itemized breakdown
  • Professional formatting
  • Real-time updates
  • Print and export ready
CRM

Client CRM Management

Manage all your clients in one place with powerful CRM tools.

  • Client profiles and contact info
  • Transaction status tracking
  • Activity timeline
  • Notes and communication log
  • Buyer and seller workflows
Homes

Homes of Interest

Upload and track properties your clients are considering with organized categories.

  • Agent uploads properties for clients
  • Client and agent can view together
  • Four categories: Rejected, Keep, Short List, My Home
  • Photo galleries and property details
  • Notes and feedback on each home
  • Track decision-making process
Card

Digital Business Card

Create a beautiful all-in-one landing page with your contact info, links, and featured content.

  • Social media links integration
  • Property search and valuation tools
  • Featured video showcase
  • VCF contact card export
  • QR code generation
  • Custom branding and colors
Calendar

Calendar and Updates

Keep clients informed with automatic updates and appointment tracking.

  • Milestone tracking
  • Appointment scheduling
  • Automated notifications
  • Activity feed
  • Client communication log
Pricing

Simple, Transparent Pricing

Choose the plan that fits your business. All plans include core features.

Starter

$25/mo

Perfect for new agents

  • Up to 5 active clients
  • Client portal access
  • Document tracker
  • Transaction checklists
  • Process visualization
  • Basic branding
  • Email support

Enterprise

$100/mo

For high-volume agents

  • Up to 100 active clients
  • Everything in Professional
  • Team collaboration
  • Advanced analytics
  • API access
  • White-label options
  • Custom integrations
  • Dedicated support

Ready to Transform Your Business?

Join agents who are already delivering exceptional client experiences with Agent Skylight.