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One link for each client, with everything on it.
Every PDF you made for them, on a page with your name and photo. Send the link. It expires when you say. Password optional.

Lauren Whitfield
Managing Broker · Whitfield Realty Group
Prepared for
Daniel & Priya Shah
1938 N Francisco Ave Unit 1S, Chicago, IL
Selling · $525,000
Seller net sheet
Estimated net to seller
$176,107
Broker price opinion
Recommended list price
$689,000
Market report
Typical home value
$624,000
Offer comparison
Best offer for the seller
The Nguyens
Cash to close
Estimated cash to close
$58,214
Mortgage breakdown
Estimated monthly payment
$3,394
Questions
What's on the page?+
Every PDF you made for that client, grouped by property: net sheets, cash-to-close, BPOs, market reports, rent estimates, offer comparisons, listing copy. Your name, photo and phone up top.
Who can see it?+
Anyone with the link until it expires. Add a password and nothing on it can be read without it, not even by us.
How long does it last?+
You pick: 7, 14, 30 or 90 days. Turn it off any time.
Is it free?+
Yes. It's part of every account, including Basic.