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THE SMART MOVE PORTAL

You'll never wonder
what's happening with the house.

Every client gets the Smart Move Portal from day 1: a live timeline of the sale, every document in one place, and each scheduled event — updated as things happen, visible from anywhere. It's how an executor in Denver stays as informed as a seller across town.

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The Smart Move Portal · Weekly written updates · 5.0★ across 40+ Google reviews

Smart Move Des Moines client portal shown on desktop and mobile: live transaction timeline, scheduled events, and next steps

The portal on desktop and phone. Sample transaction shown.

What's inside

📍 A live timeline

Every stage of your sale — from paperwork to closing day — with what's done, what's in progress, and what's coming up. No status-call phone tag; the answer is on your screen in 10 seconds.

🗓️ Every scheduled event

Inspections, the appraisal visit, closing — each with the date, time, and place, the moment it's confirmed. Family members with portal access see the same dates you do.

📄 Documents in one place

The listing agreement, disclosures, the purchase agreement — collected as they arrive, so nothing lives only in an email from three weeks ago.

✅ What's next for you

Your short list: what needs your signature, what needs a decision, and what Sarah is handling — with a plain-English explanation attached to each item.

Built for families who can't all be in Des Moines

Estate sales usually involve more than one person who needs to know what's going on — an executor in another state, a sibling who wants visibility without the workload, a parent who wants their adult child in the loop. The portal supports exactly that: each person gets their own private link, sized to their role. Nobody has to forward emails, and nobody is left wondering.

It pairs with weekly written updates — every Friday, a plain-English summary of what happened and what's next, in your inbox.

Client portal progress view on a phone: completed stages with checkmarks and current in-progress step

Watch the 60-second walkthrough

Sarah walks through a sample transaction — the timeline, the schedule, and what "never wondering" actually looks like.

VIDEO COMING SOON

How it works

I built the Smart Move Portal myself — it isn't a generic template bolted on from a national brand. Because I control it, I shape each family's portal to their actual situation: an estate sale shows the probate steps and the abstract timeline; a downsizing move shows the plan for handling two homes at once; a divorce sale gives both sides one neutral, shared view. There's nothing to install and no password to remember — when we start working together, you get a private link that opens on any phone, tablet, or computer. Your information is visible only through your link, and each family member's access is scoped to what you've approved. That's it: 1 link, 0 apps, 0 passwords.

See it with your own sale on it

A free 30-minute consultation ends with numbers, a realistic timeline, and a clear next step — and if we work together, your portal is live from day 1.

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