Inviting Your First Client: What They See + How to Prep Them

Overview

Once a transaction is built, the next step is bringing your client into it. This article covers both ways to send an invite, what your client actually receives and sees once they're in, and just as important, how to introduce CurbPage in a way that makes it land as a standard you set for every client, not a tool you're asking them to try out.

Two ways to invite a client

At transaction creation. When you're building a new transaction and associating a client to it, you'll have the option to invite them right there during setup.

📸 Screenshot: the invite option during transaction creation

After the transaction is already built. Most agents will want to get the transaction set up first, timeline, documents, the works, before looping the client in. To invite them later, open the transaction, go to the Team tab, and click the green Add Client button. This gives you the option to invite them to the transaction from there.

📸 Screenshot: the Team tab with the Add Client / invite button

Either way, the invite itself works the same: your client gets a link, not an app to download. They can open it on their phone, tablet, or computer.

What your client sees

Once invited, your client gets access to their Client Experience Hub for that transaction: a live, agent-branded view of exactly where things stand. That includes their timeline, upcoming milestones, any documents you've made visible to them, and their vendor team, all pulled directly from the work you've already done inside the transaction.

Related articles: How the client portal works: what clients see, step by step

How to prep your client

Sending the invite is the easy part. How you introduce it is what actually sets the tone.

The one thing to remember: CurbPage isn't a tool you explain. It's a standard you set.

When you introduce it as something you do for every client, not something optional, it signals professionalism and organization before you've done a single thing beyond sending a link. That first impression sticks.

Introducing it once you're under contract

This is the moment to set expectations for what comes next:

"One thing I do for all my clients is set you up on CurbPage. It's a personal transaction hub, think of it as your home base for everything happening with this deal. You'll be able to see where we are in the process, what's coming up next, and any important documents or dates. You won't have to wonder what's going on, it's all right there. Once we're under contract, I'll get you set up and you'll receive an invitation. It takes about two minutes."

A few points worth hitting when you say it in your own words:

• It's personal to them and branded to you

• They'll always know where the transaction stands

• It replaces the "what's the status?" calls, for both of you

• Setup is simple, no app download required

If a client asks "what is this?"

Sometimes the invite lands before the conversation does. If your client opens the link and isn't sure what they're looking at:

"That's your transaction page, it's something I set up for every client I work with. Everything related to your purchase or sale lives there: the timeline, key milestones, documents, and updates as they happen. Instead of tracking me down every time you have a question, you can just check your page. I wanted you to feel at the center of this process, not on the outside looking in."

Talking to buyers vs. sellers

The framing shifts slightly depending on which side of the deal your client is on.

For buyers, after offer accepted:

"Now that we're under contract, a lot is going to happen fast, inspections, financing, title work, closing prep. I'm going to send you a link to your CurbPage. It'll show you exactly where we are and what's coming next. If you ever have a question at 10pm about what happens after the inspection, the answer will be right there."

For sellers, after going live or accepting an offer:

"Once we're under contract, the process shifts from marketing to managing, and there's a lot of moving pieces. I use CurbPage to keep you updated in real time so you're never left guessing. You'll have a link that shows you where everything stands. No surprises."

Common questions clients ask

That last point matters. CurbPage gives your client visibility, but it doesn't replace you. Make sure they know you're still the person to call.

Related articles: How to Explain CurbPage to Your Clients (full script guide)

What's next

Once your client's invited and set up, head over to CurbPage Glossary: key terms explained if you or your client run into any unfamiliar terms along the way.

Questions? Reach out anytime at hello@curbpage.com.

Doors opened. Transactions closed.®