Approve every connection
No realtor can see your data until you explicitly approve the link. Pending requests are visible and revocable.
Consent
A secure client portal built on one principle: the individual is in control of every connection, every document, and every permission.
ClearPath Ready replaces email attachments and spreadsheet screenshots with a single shared record. Individuals approve each realtor link, choose whether that realtor can view or co-edit, and revoke access at any time. Realtors see only what has been shared with them — never the whole file.
How it works
No realtor can see your data until you explicitly approve the link. Pending requests are visible and revocable.
Give one realtor view-only access and another co-editing rights. Change it anytime without starting over.
Share your full readiness picture or only specific documents. Lock sensitive files so they cannot be printed or downloaded.
Let a trusted realtor help you fill in the intake while you watch, with every keystroke attributed and every change logged.
End a connection and the realtor's access disappears immediately — no forgotten email threads or lingering permissions.
Files are encrypted at rest and in transit. Every share, view, and download is recorded in an audit trail.
Why it is different
Most portals ask users to trust the platform. ClearPath Ready makes consent the architecture: the individual holds the keys, the realtor sees only what is shared, and the system logs every interaction.
Run the numbers, explore the feature, and decide if ClearPath Ready fits your workflow.
