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Lofty launches client transaction portal

June 4, 2026 at 03:45 PM HousingWire Automation HousingWire

Lofty has introduced its new Client Transaction Portal designed to improve communication and collaboration between real estate agents and their clients throughout the transaction process.

Delivered through the Closely app and integrated with Lofty Transactions, the portal provides clients with secure access to transaction updates, documents and e-signature requests without exposing internal brokerage workflows.

The new tool allows agents to control which transaction stages and documents clients can view, helping maintain privacy while providing greater transparency.

Clients can track progress in real time, review and sign documents, and upload files from any device.

According to the National Association of Realtors, agents manage nearly 200 tasks during a typical real estate transaction.

“The Client Transaction Portal has completely changed how we communicate during transactions,” said Realtor Adam Gillespie. “Our clients love having one place to see updates, sign documents and track progress in real time without constant calls or emails. It’s made the entire experience smoother and far more transparent.”

Lofty Chief Technology Officer Henry Li said, “With real time access to a centralized hub of essential documents and transaction data, the portal will help remove the friction often associated with the lengthy and arduous process. By more intentionally integrating clients into the transaction flow, we aim to create a more collaborative, trusting and productive real estate experience for both parties.”

This article was generated using HousingWire Automation and reviewed by a HousingWire editor before publication.

Originally reported by HousingWire.
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