How can agents protect client information during collaboration?
Share property requirements during a portfolio search and avoid unnecessary client identifiers or private notes. Portfolio permission does not give another agent access to your private CRM client records.
Prepared by Orvex Estate · Last updated:
Keep the client record private
Other agents cannot access your CRM client record. Portfolio permission does not grant access to identity, contact details, budgets or private notes.
Share only what is needed
Use property criteria when working with a partner. Information you choose to send in messages is visible to the recipient.
Account for copies outside the platform
Withdrawing permission closes the related platform presentation. The platform cannot recall material already downloaded or sent elsewhere.
Practical example
You can ask a partner for a three-bedroom apartment in a defined location and budget range. The initial search does not require the client’s name, phone number or personal notes. If you put those details in a message, the recipient can see them.
How can Orvex Estate help?
Orvex Estate separates portfolio permissions from private CRM records. Another agent does not receive access to client contact details or private notes through a portfolio permission. You control what you include in messages and files shared outside the platform.
Explore the example workflowCommon questions
Does granting portfolio permission open my CRM records?
No. Permission for property materials does not grant access to private client records. Information you choose to include in messages is visible to the recipient.
Does revoking permission delete files already sent?
The related platform presentation can close, but downloaded files and external copies cannot be recalled. Avoid including unnecessary client data in those files.
This guide describes the product workflow. Current access depends on professional verification and enabled pilot features.
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