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Client & Realtor Portals

1nspecT exposes two customer-facing portals that are not part of the operator’s web admin but are essential to the client/agent experience. Both are accessed via magic-links in automated emails — no account creation required, no password. This article documents what each portal does, the magic-link mechanics, and how to configure them.

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Client Portal

The Client Portal is the customer-facing hub for every interaction a homeowner has with your inspection.

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How clients reach it

A magic-link is auto-generated and emailed when:
  • Contract bundle is sent (contract.sent trigger) — link to sign
  • Report is published (report.published trigger) — link to view
  • Payment is requested (any payment-request workflow step) — link to pay
The portal URL has the form https://app.1nspect.app/client-portal/{portalSlug}, where the slug is deterministic — derived from the client’s email address + your tenant. The same client returning to your business sees their previous history.

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What clients can do

Different sections of the portal activate depending on the inspection state:

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Contract signing

If a contract bundle is pending signature:
  • Review the merged-PDF bundle (every applicable agreement)
  • Choose a signature method: Draw (freehand on canvas) or Type (cursive script)
  • Sign once for the entire bundle
  • Receive a confirmation page with the signed PDF download

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Report viewing

After publish:
  • Inline-render the report PDF
  • Download the PDF
  • Read the executive summary
  • Navigate sections

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Repair Request Builder

A guided UI that walks the homeowner through every deficient finding and lets them mark which ones they want resolved before closing. The output is a formatted repair-request document the client can send to the seller’s agent. Generated server-side via the repair-request operation (0 IT — included).

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Payment

If Stripe Connect is configured:
  • See outstanding balance
  • Pay via card or ACH (handled by Stripe)
  • Receive an automatic email receipt
If only manual payment handles are set:
  • See your Venmo / Zelle / Cash App information with copy-to-clipboard

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Configuration

The Client Portal’s branding inherits from your tenant — logo, colors, company name. To customize: The portal’s behavior is tied to your workflow configuration — see Comms Cockpit for which emails carry portal links.

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URL behavior

  • Persistent across inspections. The same client email + tenant always resolves to the same portal slug. A repeat client returning sees all their inspections in one portal.
  • No expiration on the portal itself. Links remain valid indefinitely. (Individual artifacts inside, like signed contracts, have their own retention.)
  • Email-bound. If a client’s email changes, old links stop working for new bookings. Re-send communications to generate a new portal link.

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Realtor Portal

The Realtor Portal is the buyer’s-agent-facing view of the inspection — intentionally summary-only.

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How agents reach it

When the report.published trigger fires and your workflow has an “Agent Delivery” step, the agent receives an email with a magic-link to https://app.1nspect.app/portal/{tenantSlug}?token={magicToken}.

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Why a separate portal

The Realtor Portal is designed to protect the inspector’s relationship with the client:
  • Agents see findings overview without pricing
  • Agents see severity but not the repair request
  • Agents cannot forward the full report to the seller before the buyer has reviewed
  • Agents can refer future clients via a built-in “Refer a Friend” CTA

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What agents see

After 90 days the agent must request a fresh link via “I can’t access this report” — they contact your office, you re-send.

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Agent attribution

Every Realtor Portal session is tracked. The Reports → Agent Referral report shows:
  • How many reports each agent has been delivered
  • How many they actively opened
  • Total revenue attributed (orders where they’re the referring agent)
  • Average close-rate
This data drives the Dashboard → Top Agents widget and informs relationship investment.

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Configuration

The Realtor Portal inherits the same tenant branding as the Client Portal. The agent-delivery email template in Comms Cockpit should:
  • Use $AgentReportLink as the link URL (NOT $ReportLink)
  • Have Recipient: Buyer’s Agent
  • Fire on report.published with offset 0
See Communications for the canonical agent-delivery workflow setup.

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Token-based authentication

Both portals use token-based authentication — no username/password required. Each link contains a signed token that resolves to a specific portal session.

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Audit and analytics

Every portal session is logged:
  • First-open timestamp
  • Subsequent-open timestamps
  • Actions taken (contract signed, repair request built, report downloaded)
Access from Inspection Details → History tab.

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Errors and recovery

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What portals do NOT do

  • They do not handle account creation. Magic-link only — no self-service signup.
  • They do not show internal data. Inspector names with personal contact info, your costs, IT token usage — all hidden.
  • They do not edit data. Clients can sign and pay but cannot edit inspection findings. Agents can refer but cannot edit the report.
  • They do not handle inspector-side data. Inspector-facing surfaces live in the Mobile App and the operator Web Admin.