In 15 minutes become
the Realtor your Clients
cant't stop talking about.
Upload any property document. Get instant risk analysis,
personalized buyer insights, and auto-generated communication.
No credit card required · 5-minute setup
Risk Identified
HOA Delinquency — $4,200 impact
Review Complete
47 pages · 12 minutes
Give every client Buying Confidence
—
and every deal Closing Clarity.
The Process
How It Works
Add a Property
Enter the address and basic deal details. Portal sets up your workspace in seconds.
Add Documents
Upload via mobile, drag-and-drop on the web, or simply forward an email. Any format, any device.
Review Risks
AI identifies and quantifies every risk — with source links to the exact page. No more skimming 200-page HOA packets.
Communicate with Confidence
Send your client a personalized portal, auto-generated letters, and clear summaries — all polished and ready to go.
HOA Delinquency
$4,200 per unit impact
Roof Replacement Assessment
$12,500 per unit impact
Special Assessment Pending
$800 impact
Review 100% of every document. In minutes.
- Analyze and review every page automatically
- Identify and quantify risks with dollar impact
- Personalize risk identification by buyer persona and deal details
What are the monthly HOA fees?
Monthly dues are $485/month, increasing to $510 in July 2026. (Source: Page 12)
→ View p.12Any upcoming special assessments?
Put your client in the driver's seat — with guardrails.
- Simplify communication and presentation to the buyer
- Common AI interface to documents with zero hallucinations
HOA Documents Reviewed
47 pages · 3 risks identified
Buyer Report Sent
Delivered to client@email.com
Repair Letter Generated
Ready to send to seller's agent
Show your work. Automatically.
- Show the agent's work on every review
- Automatically be responsive and attentive to clients
Everything you need to close with confidence.
Upload via mobile, website, or email. Review risks. Communicate clearly.
Easy Upload
Mobile, website, or forwarded email
Quick Risk Review
Review and action risks in minutes
Document Summaries
Be well-versed in every property
Source Links
Jump to the exact page where each risk is found
Generated Letters
Credit and repair letters for Agents and Buyers
Deep Discovery
Uncover every detail so you are in the know
I used to spend hours reviewing condo docs. Now I walk into every showing already knowing the property better than the listing agent.
Sarah M.
Buyer's Agent · Los Angeles, CA
For Top Agents
Is your Agent
Portal Verified?
Portal Verified agents have access to the industry's best AI for document review, risk identification, and client communication. Why suffer an agent that is not willing to invest in their technology.
- AI-powered document review on every deal
- Instant risk identification and quantification
- Auto-generated client communication and letters
- Listed in the Portal Verified Agent Directory
- Verified badge for listings and email signature
Portal Verified
Jennifer Kim
San Diego, CA
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Los Angeles, CA
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San Francisco, CA