Manage client portfolios without the spreadsheets.
Track listings, documents, commissions, and renewals for every client property — all in one platform.
You manage dozens of client properties. PAMKIT gives you one place for listings, contracts, insurance, and maintenance — so nothing slips through the cracks.
A real estate agent managing 40+ client properties
Juggling listings, client docs, and renewals across spreadsheets and email got hard to keep straight.
PAMKIT surfaces every client property status at a glance, with renewals and maintenance reminders automated.
Client responses get faster, and lease renewals rarely get missed.
What's included
- Client Property Portfolio — All client properties in one view. See status, key dates, documents, and notes for every listing. Filter by client, status, or date range.
- Document Management — Contracts, leases, disclosures, and listings organized by property. OCR search finds anything in seconds. Share specific docs with clients securely.
- Market Analysis — AI-powered property valuations and market trend insights. Help clients understand their property's current value and appreciation trajectory.
- Commission Tracking — Track commissions per deal, pending closings, and YTD earnings. See your pipeline at a glance and forecast income by quarter.
- CRM-Lite Features — Client contact info, property preferences, communication history, and follow-up reminders. Lightweight CRM without the bloat of enterprise software.
- Renewal & Deadline Alerts — Leases, insurance, inspections, and closing deadlines. Get reminders 60, 30, and 7 days out — never let a client deadline slip.
- Secure Client Sharing — Share specific properties or documents with clients and co-agents. Bank-grade encryption and full access logging for compliance.
Benefits
- One dashboard for all client properties and listings
- Commission tracking with pipeline and income forecasting
- AI-powered market analysis for client conversations
- Automated renewal, inspection, and closing reminders
- Secure document sharing with clients — bank-grade encryption
- CRM-lite contact and follow-up management
- No more spreadsheets or scattered emails
Common questions
Can I manage multiple client portfolios?
Yes. PAMKIT lets you track properties for many clients in one place. Each property can have its own documents, reminders, and status. Share specific properties with clients when needed.
Is it secure to share with clients?
Yes. PAMKIT uses bank-level encryption and granular permissions. You control exactly what each client can see. All access is logged for compliance.
How does commission tracking work?
Add commission details per deal — rate, split, closing date. PAMKIT calculates your expected payout and tracks pending vs. closed commissions. View YTD earnings and forecast by quarter.
How does it compare to full CRM software?
PAMKIT is lighter and more affordable than enterprise CRMs. It focuses on asset tracking, documents, commissions, and reminders — perfect for agents who need organization without the complexity of Salesforce or similar platforms.
Ready to organize your client portfolios?
Join agents who use PAMKIT to track listings, commissions, and documents in one place.