monday.com for Real Estate
Deal Pipelines & Client Portals
Streamline your brokerage with centralized deal tracking, client portals, and agent dashboards built on monday.com and Softr.
No agent licenses required. Mobile-ready. Built for modern agencies in the US, UK, Canada, and EU.
Problems We Solve for Real Estate Teams
Leads are scattered across email, phone, and spreadsheets
Centralized lead pipeline with automated capture and follow-up
Clients constantly ask for property status updates
Self-service client portal where buyers and sellers track progress
Commission tracking is a manual nightmare
Automated commission calculations and agent dashboards
No visibility into agent performance
Real-time dashboards with KPIs and activity tracking
What Your Real Estate Portal Includes
Deal Pipeline
Track properties from listing to closing with full visibility
Client Portal
Buyers and sellers view their property journey in real-time
Agent Dashboard
Personal performance tracking and task management
Property Database
Centralized listings with media and documentation
Built for Modern Brokerages
GDPR & CCPA Compliant
Built with privacy-first architecture meeting EU and US compliance standards
No Client Licenses
Clients access their portal without needing monday.com accounts or licenses
Mobile-Ready
Access everything from the field—listings, contacts, and deals on any device
Frequently Asked Questions
Ready to modernize your brokerage?
Book a free consultation to discuss how monday.com and a custom client portal can streamline your real estate operations.