Send the buyer’s pack. Get their documents and questions back.

Droplana is a client portal for real estate agents to send document packs and collect files back from buyers or sellers. Each client has one private, persistent portal with comments on individual files and no signup.

A client portal for real estate agents, using a buyer pack

Send Buyer - Viewing pack.pdf with the property information you want that buyer to review. Ask for Buyer - Viewing preferences.pdf in return. Questions belong on the relevant file, where you can answer before arranging the next step.

Actual product view with fictional buyer documents. This demonstrates a private request and return exchange, not a listing portal or viewing scheduler.

Keep the buyer and seller exchanges useful

Buyers

Share relevant listing documents, disclosures and inspection reports. Collect requested financing documents or other inputs with a document checklist. A client can upload existing files or photograph paper from a phone. Receiving an ID image is not an identity check.

With inactivity reminders enabled, an unfinished checklist prompts the client after 7 days without activity and the business after 14 days. Keep transaction milestones and verification in the process that governs the sale.

Sellers

Use the seller's own portal for listing agreements, marketing materials and offers you are authorised to share. The seller can comment and mark a file Approved or Rejected. Either side can change or clear that status; it does not itself execute an offer or replace a required transaction signature.

After closing

The client can return while access remains active and files remain available. Active paid plans have no plan-imposed retention limit, subject to expiry settings, deletion and cancellation. Keep your required transaction archive separately.

Keep each party's access deliberate

A client portal is not a public listing page, a property room or a multi-party deal room. The buyer, seller, lender and lawyer do not get separate roles inside one transaction workspace.

A buyer and seller should have separate client entries when their documents must remain separate. A contact added to either portal shares that portal's visibility; there are no document-by-document permissions for a lender, lawyer or co-buyer. Do not forward portal access as a substitute for choosing which documents to share.

Strict mode is the default and verifies email on a new device. Files are stored in Germany and encrypted at rest per file, with a DPA available on every plan. Read the security model before selecting who may access each portal.

There is no CRM, listing database, transaction management or connector to your other software. Mortgage brokers can use the same type of portal for their own client exchange, without gaining automatic access to yours.

If buyer packs and supporting files currently arrive in separate threads, see the comparison with email. The client portal guide helps you decide whether a per-client exchange fits alongside your transaction system.

Try one buyer pack

Send a sample pack and request the buyer's preferences. Free includes 3 clients, 2 GB total storage and 100 MB per file. Solo costs €19/month plus tax with unlimited clients, 50 GB and 1 GB per file. Practice supports 5 team members including the owner; Studio supports unlimited team size. Additional seats do not create transaction-specific permissions.

Questions before you start

Choose a plan for your document exchange

On Free, each file expires 180 days after upload. Your clients and their access stay active, so you can keep sharing new files. Active paid plans have no plan-imposed retention limit. Expiry settings, deletion and cancellation rules still apply; a persistent portal address does not guarantee permanent file availability. Team sizes include you. No setup fees or automatic overage charges. Prices exclude applicable tax.