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Is there a client portal where my clients can access documents?

Updated today

No, ListedKit does not currently have a client portal.

Current alternatives for sharing documents with clients

  1. Transaction Summary PDF - Click the "Generate Summary" button to create a PDF snapshot of the transaction's current state. When composing an email, check the "Include Transaction Summary" checkbox to attach it automatically.

  2. Email sharing - Send documents directly to clients via email from within ListedKit

  3. Direct communication - Use Ava's email drafting feature to compose and send emails to clients

Note: The transaction summary is generated via the "Generate Summary" button—Ava cannot create PDFs through chat prompts.

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