Real Estate

Private client portals for property transactions

Give each buyer or seller a private room with their property documents, transaction status, and specific details. Clients can ask about their purchase/sale process 24/7.

Private Channels
Invite-only access
User Invitations
Controlled access

Key Benefits

Why organizations choose Wingman for Real Estate

Transaction Tracking

Clients see their specific transaction status

Document Access

All contracts and paperwork in one place

24/7 Answers

Clients ask about their process anytime

Privacy First

Each client only sees their own data

How a Real Estate Agency Uses Wingman

A step-by-step guide to implementing Wingman

1

Create Client Workspaces

Upload property details, contracts, and documents for each client

2

Add Market Knowledge

Upload zone info, mortgage guides, and general buying/selling info

3

Set Up Client Rooms

Combine market workspace + client-specific workspace per room

4

Clients Self-Serve

What documents do I need? What's the status of my mortgage?

Private Channels: Secure Access for Each User

Each invited user gets their own private space with AI assistants trained on specific data. They only see what you want them to see.

  • Invite users via email
  • Multiple brains per channel
  • Complete data isolation
Example: Private Channel Dashboard
John Smith
Access to: Project Alpha, Contracts
Maria Garcia
Access to: Project Beta, Reports
Alex Johnson
Access to: All Brains

Explore Other Use Cases

Ready to Transform Your Real Estate?

Start your free trial today. No credit card required.