Client Portal - Coming Soon
Does managing your client's property journeys feel chaotic and time-consuming?
Say goodbye to scattered documents, disjointed communications, and confused clients.
Streamline and automate your customer support operations with the Orbis Client Portal.
- Progress Journey
- Communication
- Support and Service
Key Features
Our solution aims to simplify the management of your clients and their needs throughout the client journey. Property sales can be complex transactions with many moving parts. Information may be siloed, documents spread across numerous platforms, and over time, managing your clients can become increasingly time-consuming.
Communications Hub.
A central hub to manage client communications. Messages are organized by deal and stage, making it easy for your client to find and follow along.
A visual progress bar to display end-to-end progress through the deal stages.
Storage Hub
A central platform to manage the multitude of documents associated with a property transaction. clients can upload, receive, and store documents, which are organized at a deal level, making it easier for all parties to locate the necessary documents.
Education Hub
A platform for hosting and sharing educational materials, including courses, videos, and tutorials.
Service Hub
A ticketing system for clients to raise queries or concerns. Manage issues from start to finish in a single session, with tools to track response times and client service performance.
A place for your FAQ content.
Portfolio Hub
A platform for your clients to oversee their portfolios, equipped with tools for tracking cash flow and returns.
Get started
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