Modernize your property management business

Assembly is a white-labeled client portal platform that serves the full spectrum of real estate professionals — from property managers and real estate agents to real estate investment firms, brokerages, and vendor advocacy businesses. It gives each client (whether a property owner, tenant, buyer, or investor) a secure, branded portal to access documents, pay invoices, sign agreements, communicate with your team, and track progress — all in one place.

Assembly is intentionally flexible, which is why it works across real estate sub-industries. Property managers use it to give owners a portal for statements, documents, and payout data. Brokerages use it to organize client communication across dozens of simultaneous transactions. Real estate investment firms use it to share reports and collect documents from investors. And vendor advocacy firms use it to centralize communication, file sharing, and task management across multiple parties. The platform adapts to your workflow rather than forcing a one-size-fits-all approach.

AppFolio and Buildium are property management software — they’re great for rent collection and maintenance requests, but they offer limited flexibility if you need a branded client portal experience beyond residential property management. Assembly is a portal-first platform, meaning the client experience is the priority. You get full white-labeling, embedded integrations (like Looker Studio dashboards or Airtable trackers), built-in billing, contracts, and messaging. Compared to Moxo, which targets enterprise and has opaque pricing, it’s free to start using Assembly and a more flexible platform you can customize without developer help.

Assembly improves client communication and transparency by giving clients a shared portal to view updates, documents, and messages in one place. Conversations happen in the Messages App, and files live in the Files App, so clients don’t have to chase email threads. They can log in to see the current status of their property, billing activity, or requests anytime.

Yes. Assembly’s CRM supports custom fields and company-level organization, so you can structure your client database by property, building, portfolio, or any grouping that fits your business. You can assign multiple contacts to a single entity, which is perfect for properties with multiple owners, tenants, or stakeholders.

Absolutely. You can upload financial statements, payout reports, inspection documents, and more to each client’s secure file center. You can also embed tools like Google Looker Studio for real-time reporting dashboards, so owners see their data without you manually creating reports. Each owner only sees their own information.

Assembly includes built-in invoicing for one-time payments and recurring subscriptions via credit card or ACH. This works well for property management fees, monthly retainers, or brokerage service packages. You can also add credit card surcharges to protect your margins, automate payment reminders, and let clients pay directly from their portal.

Assembly’s built-in forms, messaging, and task management features make it easy to set up maintenance request workflows. Tenants can submit requests through the portal, your team gets notified and can assign tasks, and everyone stays updated through secure messaging — replacing the chaos of phone calls, texts, and email threads.

This is one of the top reasons real estate professionals switch to Assembly. Instead of managing communication across email, WhatsApp, and text, Assembly centralizes all client messaging in one portal. Clients can send documents, ask questions, and receive updates in their portal — and respond directly from email notifications when it’s more convenient. This dramatically reduces email volume and keeps every conversation organized by client or property.

Yes. Assembly is SOC 2 compliant and supports HIPAA and GDPR compliance for businesses that need it. All file transfers are encrypted, and you control access permissions at both the team and client level. For regulated industries like mortgage lending, this level of security is essential.

Yes. Assembly lets you embed external tools directly into client portals — such as Looker Studio for reporting, Airtable for project tracking, Calendly for scheduling, and Google Drive for document access. You can also connect to Zapier and Make for automated workflows, or build deeper integrations with the Assembly API.

Assembly supports granular access controls. You can create separate client accounts for each party and control exactly what each person sees. Using App Visibility settings on Professional plans, you can show different portal sections to different client types based on custom fields — so a buyer sees different content than a lender.

Most real estate businesses set up their portal in a single day. You can customize your branding, create client accounts, upload documents, and configure billing within an hour. Start for free with Assembly and no credit card is required, so you can test the full platform before committing.