Build from a real client brief
Keep client records and preferences close to the properties being reviewed, so the shortlist reflects budget, location, property type, and investment goals rather than becoming another generic link dump.
For client-facing teams
Turn property research into a shortlist clients can actually review.
Organize client preferences, publish structured property shortlists, and coordinate portfolios and research across a shared Realvory workspace.
Client work often fragments across portal links, chat threads, screenshots, and internal notes. Realvory keeps the research workflow together, then gives clients a clearer external shortlist without exposing the team's working space.
What it helps with
- Keep client preferences and candidate properties connected.
- Publish live shortlist links with structured listing context.
- Share portfolios and Realvory Sage credits across a team workspace.
- Control access with owner, admin, and member roles.
Informational tools to support screening and due diligence. Not financial, investment, or real estate advice.
Publish a clearer recommendation
Turn an internal portfolio into a live client shortlist with consistent property context. Clients can review a focused set of candidates without needing access to your private workspace.
Coordinate the work behind the shortlist
Boutique workspaces add seats, shared portfolios, shared client workflows, role-based access, and pooled Realvory Sage credits so research does not disappear into individual accounts.
For consultants and agents
- Keep each client's requirements and candidate properties organized.
- Present fewer, better-explained options.
- Publish a live shortlist instead of rebuilding a static document.
- Carry Realvory analysis into client conversations.
For agencies and teams
- Invite members into one organization workspace.
- Use owner, admin, and member roles to control access.
- Coordinate shared client and portfolio workflows.
- Use one pooled Realvory Sage allowance across the organization.
FAQ
Common questions
Can I publish a shortlist for a client?
Yes. Eligible plans can publish a live, client-ready shortlist link with structured property context instead of sending a loose collection of portal links.
What is included in a team workspace?
Team workspaces support member invitations, owner, admin, and member roles, shared portfolios, shared client workflows, and a pooled Realvory Sage credit allowance.
Which plans include these features?
Client shortlist publishing starts on Elite. Boutique adds a multi-seat organization workspace and shared team workflows. Larger organizations can contact Realvory about Enterprise.
Does a client need a Realvory account to view a shared shortlist?
No. A published shortlist uses a shareable client link, so the recipient can review it without joining your internal workspace.
Give the next client shortlist a proper workspace.
Choose Elite for client publishing or Boutique for shared seats, portfolios, clients, and research workflows.