The client portal built for real-estate agents
Every client gets a beautiful portal under your brand — with an AI that reads your contracts, works your pipeline, and a daily brief that keeps every relationship warm. All your tools, in one place.
No card required · Your brand, not ours · Built by a working Realtor.
88 Larkspur Court
D. & A. Whitfield · Buyers
Under contract — on track28
days to closing
Your brand & photo on it
Logo, colors, and your headshot — not ours.
Clients actually check it
A portal they open, not another email they ignore.
All your tools in one place
dotloop, Follow Up Boss, Calendar, email.
The average agent loses most of their past clients to whoever simply stayed in touch. Not because they did anything wrong — because staying in touch is a full-time job nobody has time for. Evergreen Keys makes it automatic: a portal your clients actually open, and a brief that tells you exactly when to reach out.
Your brokerage name, your logo, your colors, and your photo — on every client's portal and every email. Clients remember who took care of them, right when it's time to refer.
Open it each morning: today's appointments, plus every birthday, anniversary, and home-iversary — with a personal text drafted and ready to send.
It reads the contract, pulls every critical date and the lender, and drops them on your calendar. It answers your clients' questions so you don't have to.
Live status, milestones, a countdown to closing, documents, and next steps — so the “just checking in” calls stop on day one.
Evergreen Keys plugs into what you already use, so nothing slips and nobody has to ask you what happens next.
dotloop
Transaction documents, imported automatically.
Follow Up Boss
Sync clients and push key dates to your CRM.
Google Calendar
Contract deadlines land on your calendar.
Branded email
Notifications sent from your brand, not ours.
Add a client in seconds, or import them straight from Follow Up Boss. Past clients become your retention list.
Each client gets a private, on-brand portal — status, documents, next steps — that they can actually check instead of calling you.
Your daily brief tells you who to reach out to, and the AI keeps the paperwork and the pipeline moving. The relationship never goes cold.
No tiers to decode, no per-feature upsells. Just the whole thing.
Per agent
$39/ month
or $390/year — two months free
Selling to a whole brokerage? Talk to us about team pricing.
No. dotloop makes your transaction documents appear automatically, but it's optional — you can upload documents yourself, and the AI contract reader works on uploaded PDFs too.
Yes — that's the whole point. Your clients see your brokerage's name, logo, colors, and your photo on their portal and in every email. Not ours.
Every client's data is isolated to the people you allow — the agent who owns it and the clients on that file. Nothing is shared between agents or clients.
Individual agents and whole brokerages. Each agent connects their own tools and sees only their own clients.
Give them a portal they love, and give yourself a system that keeps every relationship warm — automatically.
Start free — 14 days