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Full Visibility Into Client Progress

See which clients are using your sponsored apps, what properties they’re analyzing, and how actively they’re engaged — with complete lifecycle control.

How Clients Get Access

Client access is managed entirely through your referral links. There is no manual “add client” process. When a client clicks your referral link and either creates an account or logs in, the system automatically provisions their access and links them to your sponsor account.

This hands-off approach means you never need to collect client email addresses, send invitations, or coordinate account setup. Just share your link and the system handles everything.

Access is granted via referral link click + account action
No limit on the number of clients you can sponsor
Access is granted instantly — no manual approval needed
You see each new client appear on your dashboard in real time

Access Flow

1
You share referral link
2
Client clicks link + registers or logs in
3
System grants access + links to sponsor
4
Client sees your profile card inside the app

One-Click Access Revocation

End a client’s access instantly. No waiting period, no confirmation emails. The change takes effect the moment you click.

Before — Active Access
Sarah Johnson
3 properties Active Revoke
After — Access Revoked
Sarah Johnson
3 properties Revoked

Instant Effect

The moment you click Revoke, the client loses access. There is no grace period or buffer.

Access Only

Revoking removes access to the app. It does not affect your other sponsored clients.

Re-Grantable

A revoked client can regain access by clicking your referral link again. The re-grant is just as instant.

Client Property Visibility

As a sponsor, you can see every property your active clients have entered. This read-only view gives you insight into the deals they’re analyzing without giving you the ability to modify their data.

The property table shows the property name, client name, purchase price, rent amount, and status. For lenders, this means you can see what properties your borrowers are analyzing. For agents, you can see which listings your clients are evaluating.

Privacy boundary: You see the properties table, but you cannot open or edit individual properties. This protects client data integrity while giving sponsors meaningful visibility.

Client Properties

Property Client Price Rent Status
123 Oak Street Sarah J. $285,000 $1,850 Active
456 Elm Avenue Mike C. $425,000 $2,400 Active
789 Pine Road Mike C. $192,000 $1,350 Prospect
321 Maple Drive Lisa W. $310,000 $1,975 Active

Activity Feed & Analytics

Track exactly what your clients are doing inside the tools you provide. Every property field change is logged and visible in your dashboard.

What Gets Tracked

Field-Level Changes

Every time a client updates a property field (purchase price, rent, taxes, etc.), the change is logged with old and new values.

Property Creation

When a client creates a new property, it appears in your client properties table immediately.

Timestamps

Each activity entry includes a relative timestamp so you can see when changes happened.

Client Attribution

Every activity entry shows which client made the change, making it easy to follow individual engagement.

Recent Activity

Sarah Johnson updated purchase_price
$275,000 $285,000 on 123 Oak St
2 hours ago
Mike Chen created 789 Pine Rd
5 hours ago
Lisa Williams updated monthly_rent
$1,800 $1,850 on 321 Maple Dr
Yesterday
Mike Chen updated annual_insurance
$1,100 $1,200 on 456 Elm Ave
Yesterday
Sarah Johnson updated property_tax_rate
1.1% 1.2% on 123 Oak St
2 days ago
Mike Chen updated down_payment_percent
20% 25% on 456 Elm Ave
3 days ago

The Sponsorship Lifecycle

From your first subscription to cancellation, here’s how client access flows through the entire sponsorship lifecycle.

Subscribe

You purchase a sponsor subscription for an app. Your referral link is generated and the dashboard activates.

Clients Access

Clients click your referral link and get free access. They appear on your dashboard with active status.

Cancel

If you cancel, your subscription stays active until the end of the billing period. Clients keep access during this time.

Clients Expire

When your subscription expires, all sponsored client access is automatically revoked.

Re-subscribing: If you re-subscribe to the same app, your referral code and link remain the same. Previously revoked clients can regain access by clicking your link again. Your profile history is preserved.

Start Managing Clients Today

Subscribe as a sponsor, share your link, and get full visibility into client engagement.