Workspace vs. client portal

DeedSpring is one system with two front doors: the workspace for your team, and one client portal for every buyer and seller. The portal is not a separate product per side — it is the same branded login, and each person sees the pages that match their contact roles and the navigation items you have turned on in Config.

The workspace: everything, for your team

The workspace shows every record with every field: internal notes, deal health, risk flags, commission-relevant numbers, other clients' deals. It's the operating desk. Only people you invite to your workspace can sign in to it — clients can't, and there is no path from the client portal into it.

The portal: one login, a view per client

There is a single client portal. Every client uses the same login link. After they sign in, DeedSpring filters the same records down to that person:

They see only the deals they are a member of, and only client-appropriate fields on those deals.
Buyer and Seller roles on the contact pick which side of the experience they get — both, if they are doing both.
Config decides which navigation items exist at all: showings, offers, browse homes, listing pages, portal messages, and so on. Turn a feature off and that page disappears for everyone.
Internal notes, risk assessments, and other clients' data are never sent to the portal.

The client portal home page for a buyer, showing a personalized greeting, document status, and to-dos — Same portal, Buyer role — home search, to-dos, and documents for the signed-in client.

The client portal home page for a seller, showing the sale status, days to closing, and offers received — Same portal, Seller role — the listing and sale, told from that client's side.

Who sees what

Buyers see

The buyer-side pages you have enabled in Config — typically their search, saved and suggested properties, showings, offers, documents, messages, and their closing timeline once under contract.

Sellers see

The seller-side pages you have enabled in Config — typically their listing and market activity, showings and feedback, offers received, documents, messages, and their closing timeline.

Both audiences never see

Internal notes, deal health and risk flags, other clients' records, your pipeline, or anything you've marked internal-only on a closing timeline.

Your team sees

Everything in the workspace — plus who has portal access, what each client was shown, and every message thread in the shared Inbox.

How the portal view is decided

Four things shape what a signed-in client gets:

Roles on the contact — Buyer and/or Seller decide which side of the one portal they land in. A contact who is both (selling one home, buying another) sees both sides in the same session.
Config — under Setup, Config is where you pick which navigation items show in the workspace and in the portal. Representation (buy side, sell side, or both) decides which pipelines exist; feature switches add or hide pages such as Showings, Offers, Browse homes, and My listing. Turning a switch off hides the nav — it does not delete the records.
Membership on deals — a client sees a deal only if they are listed in the deal's Members field. Couples buying together are both members of the same deal and see the same portal content for it.
Audience settings on milestones — each step of a closing timeline is marked Everyone, Buyer side, Seller side, or Internal only, so each side sees a timeline written for them.

One database, zero syncing

Because the workspace and portal read the same records, a change made in one place is live everywhere immediately. When you update the closing date, the client's countdown updates. When a client uploads a document from their portal, it's on the closing record before they've closed the tab.

A tour of your workspace Enquiries, leads & the Lead Agent