EliteHomePortal
For each role

One deal record, four different jobs to do

Access isn't a setting someone can loosen. It's derived from the role a person holds on that specific deal, checked on every read and every write.

Try it

Switch the lens on the same deal

Watch sections lock and disappear as the role changes. What a role can't see isn't hidden with CSS — it never leaves the server in the first place.

Same deal record — switch the lens

1247 Maple CourtUnder contract
7 of 7 sections visible
  • Agent timeline
    Ratified → Inspection → Walkthrough → Closing
    Can edit
  • Lender timeline
    Application → Underwriting → CD → Clear to Close
    View only
  • Document vault
    Contracts, inspections, invoices
    Can edit
  • Funds needed at closing
    Closing costs, seller credits, gift letters
    View only
  • Client-facing notes
    Updates written for the client
    Can edit
  • Internal notes
    Agent ↔ lender coordination
    Can edit
  • Private vendor notes
    How that inspector actually performed
    Can edit

Everything on this deal is in reach for this role.

Sign in as Agent
In detail

What each role gets

Client

Buyer, seller, or renter

  • One deal at a time — a buyer here and a seller there never share data
  • Both professional timelines, side by side, read-only
  • Documents, invoices, and notes filtered to what was shared with them
  • A personal action-item list they can check off themselves
  • Renters get maintenance requests; sellers get offer comparison
Sign in as Client
Agent / Realtor

Owns deals, or collaborates free

  • Every deal in one dashboard — owned (paid) or invited-in (free)
  • Buyer-side and listing-side deals get different milestone templates
  • Edits their own timeline; the lender's is visible but locked
  • Per-deal vendor directory, with private performance notes only they see
  • Logs and decides on offers; the seller sees the same comparison, view-only
Sign in as Agent
Lender / Loan officer

Loan status across every deal

  • Editable loan timeline; the agent's side visible but locked
  • CD date drives a computed TRID 3-business-day floor, not a typed date
  • Funds-needed figures are lender-edit-only — agent and client view-only
  • Uploads lender-side documents through the same tier check as everyone
  • Invites an agent onto a deal they own; that agent rides free on it
Sign in as Lender
Broker / Admin

Oversight across deals

  • Team overview across deals, plus a timestamped audit trail
  • CSV export of every status change and document upload
  • Provisioned directly in the database — never a self-serve signup
Sign in as Broker

Next: what the vault will and won't hold

Role access decides who sees a document. A separate rule decides whether the file may exist here at all.

Compliance