- Products
Client Portal
Deliver a branded client experience
Messaging
Communicate with clients securely
Invoicing
Invoice clients and get paid
Tasks
Assign tasks to clients and stay organized
Contracts
Create contracts and request eSignatures
File Sharing
Share and organize documents
Forms
Streamline data collection
Store
Make online storefronts
Features
- Solutions
- Resources
- Pricing
Modernize your property management business
Give clients a custom portal to communicate with your team, make payments, sign contracts, schedule viewings, submit requests, and more.
Explore the client experience.
If you’d like to see what the user experience can be like for your clients, you can create a client account in a demo portal we have set up. We’ve customized this demo portal to highlight some of the features that are most relevant.
Request eSignature contracts
Send and let residents sign contracts directly in your portal.
Go beyond traditional property management.
Discover a flexible client portal solution that works for real estate businesses in licensing, brokerage, and development.
"I don't know what we would do without Copilot. It has all the features my rental license business needs: centralized communication, file storage, e-signing, tasks, and more."
Founder, Vacation Rental License
Your residents deserve a modern property management experience.
Branding
Provide a premium experience by customizing your portal with your brand assets.
Automations
Save time, work more efficiently, and reduce the risk of manual errors.
All-in-one
Impress clients with a seamless all-in-one experience on web and mobile.
Partner Apps
Embed products like Airtable, Calendly, and others to give clients a true all-in-one view.
Integrations
Connect your accounting software, sales CRM, or another supported product.
Custom Apps
Build your own Custom Apps that seamlessly integrate with the rest of the platform.
Notifications
Streamlined and branded notifications for clients in your portal and via email.
Security
Protect sensitive client information. SOC2 and HIPAA reports are available.
Professional client portal software for modern businesses
