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What your client actually sees

2 October 2026 · 2 min read

Most client anxiety on a purchase isn't about the deal going badly. It's about not knowing which part of it they're standing in, and not wanting to be the person who calls you for the third time this week to ask.

Nine stages, and they can see where they are

Nothing clever about the list. The value is that it exists somewhere they can look at eleven at night without texting you.

What lands there without you doing anything

The inspector's report, once they release it from their own lane. The solicitor's documents and comments, likewise. You can add your own note alongside either, so your read isn't missing, but the client isn't waiting on you to notice, phrase it, and forward it.

And the part that stays yours

If you've run a residential or commercial cashflow calculation on a deal, there's a Show to client toggle on the Client Summary page. Switch it on and the client gets a curated, pre-tax view.

What doesn't cross: your tax bracket, the Medicare setting, the after-tax figures, cash-to-settle, and depreciation. The comparison and loan-paydown calculators can't be shared with a client at all.

A client seeing your working is not the same as a client understanding it. The line is drawn on purpose.

That split isn't a permissions oversight. Modelling is how you form a view; a half-read model is how a client forms the wrong one, then rings you at nine on a Sunday about a number that was always an estimate.

Nothing reaches them until you say so

The traffic light, the risk rating and the client summary are all set by a person. Trace will not file a conclusion an AI reached on its own. That is a deliberate limit rather than a missing feature, and it's the reason the portal is safe to point a client at.

We're building this with a small first group of buyer's agents. If you'd like to see what your client would see, we'd like to talk to you.

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