Give customers one branded place to move the deal forward.
YooBroker supports branded customer portals, intake forms, viewing requests, document uploads, and structured progress updates so the external experience feels deliberate instead of improvised.
Customer experience
The customer sees confidence. The team keeps control.
- Branded deal rooms under the agency identity
- Secure uploads, document requests, and activity history
- Viewing coordination and intake capture tied to the working record
- Internal visibility without exposing the back-office layer to the customer
Customer portal
Private deal room
Documents, viewing requests, and progress updates
Customer-facing workflow under the agency brand with clean next steps and upload history.
Pending uploads3
Viewed requests12