CRM & Client Tools
A secure space for saved searches, favorite properties, documents, and real-time updates throughout your transaction.
Access your personalized dashboard, saved homes, and transaction files.
New client? Contact Tara to set up your portal access.
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Documents are securely shared via the CRM. Full transaction files appear once under contract.
This portal is designed to work with modern real estate CRMs (Follow Up Boss, kvCORE, Sierra Interactive, Chime, etc.). Features typically include:
For live access, Tara will invite you via email once your search or listing begins. Contact her to get started.