Articles on: Getting Started

How to Share a Portfolio with My Client

TL;DR

Share a portfolio in one click. Your client receives secure access via email, can review properties, and provide feedback, while your private notes and seller details remain confidential.



When to use this

Consider using this when you’re ready to:

  • Present a curated set of properties to a buyer
  • Collect structured client feedback (likes, dislikes, questions)
  • Collaborate without sending PDFs, links, or WhatsApp screenshots
  • Maintain professional boundaries between buyer-facing and internal notes


If you’re about to schedule viewings or narrow down options, this is the moment.



Step-by-step instructions


Option 1: Share via the Share button (When sharing for the first time or adding additional buyers)

  1. Open the portfolio you wish to share.
  2. Click the Share button inside the portfolio.
  3. Confirm the client’s email address.
  4. PropWise automatically sends an email with secure access instructions.


This process requires no manual setup or attachments.


Option 2: Re-share or resend access (Best for follow-ups or lost emails)

  1. Open the shared portfolio.
  2. Click the Shared link below Prepared for.
  3. This copies the URL to the portfolio, which you can email.
  4. Send access again.


This is useful when clients miss the first email or switch inboxes.



What your client can see

Your client can:

  • View all curated properties in the portfolio
  • Open property details and attached documents
  • Compare options
  • Leave feedback and comments


Your client cannot see:

  • Your private notes
  • Seller or seller agent details
  • Internal comments meant for your team


This separation is intentional. It protects your negotiation position and keeps communication clear.



Common issues & tips

  • Client didn’t receive the email

→ We recommend asking them to check spam or resend via the Share button.

  • Multiple clients on one portfolio

→ We suggest sharing only with confirmed decision-makers to avoid feedback chaos.

  • Accuracy check

→ Always review the portfolio as if you were the buyer before sharing. What feels obvious to you may not be obvious to them.

  • Performance tip

→ Fewer, better-curated properties lead to faster decisions. Sharing 30 listings can slow buyers down.



Updated on: 02/04/2026

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