Client Portal
Stay Informed at Every Step
Homebuyers can view updates, sign documents, and follow progress at every stage, while sales teams manage communication and resources without sorting through endless emails.
Progress Tracking, Communication, & Document Management in One Place
By combining progress tracking, document management, and communication in one place, Pluto replaces disjointed workflows with a transparent system that helps teams focus on client relationships and close deals faster.
Review, Sign, and Submit
Review, sign, and submit important documents digitally from any device. No printing, scanning, or chasing paperwork, everything is organized and accessible in one secure location.
Track Progress
Stay informed throughout your homeownership journey with real-time updates, important milestones, and project communications. From construction progress to key dates, your buyers always know what's happening next.
Files
Buyers can access the files they need, when they need it. Review contracts, floorplans, options, and other important resources from a centralized repository, available 24/7.
Progress Tracking
Sales teams and homebuyers have a real-time view of the deal as it progresses from reservation through to closing, capturing every key milestone, payment, and change along the way.
Document Management
Communication
Manage communication and approvals without sorting through endless emails.
Smart templates make outreach simple. Each message, form, and document automatically pulls accurate data from the system, ensuring consistency, clarity, and professionalism.
Client Portal
Replace Disjointed Workflows
Pluto’s Client Portal gives realtors and buyers a clear, easy way to stay informed. Purchasers can view updates, sign documents, and follow progress at every stage, while sales teams manage communication and approvals without sorting through endless emails.
Milestone Tracking
Track all events such as deposits, contract execution, and signatures on a visual timeline.
Buyer Visibility
Buyers can access real-time updates through a mobile-friendly Client Portal.
Realtor Support
Realtors manage all their deals in one place, with real-time visibility into documents and progress.
Secure Documents
Access all documents (e.g. contracts, disclosures, schedules, etc.) are stored in a single, platform.
Real-Time Notifications
Receive alerts for deadlines, outstanding signatures, and milestone completions.
Conveyance Reporting
Generate detailed conveyance reports, including commissions, legal contracts, and details of purchase.
Homeowner Warranty Submissions
Simplify Warranty Requests for Homeowners and Service Teams
Homeowners can submit warranty requests directly through the same platform they’ve already used throughout their purchasing journey. There are no new systems to learn, no separate portals to access, and no confusion about where to go when support is needed.
Instead, warranty requests are submitted online and automatically organized for your service team, creating a seamless transition from sales and possession to ongoing homeowner care.
Simple Requests
Provide homeowners with a simple, familiar way to submit warranty requests
Unified Platform
Eliminate the need for separate warranty portals and disconnected systems
Connected Lifecycle
Create a seamless transition from sales and possession to service and warranty teams
Operational Visibility
Improve visibility and organization for service and warranty teams
Single Source of Truth
Keep all homeowner information, documents, and warranty history in one place
Reduced Administration
Reduce manual phone calls, emails, and administrative work
FAQ
Pluto Systems is purpose-built for new residential development sales. Our platform is designed specifically for production builders and real estate developers managing single-family, townhome, and multi-family inventory, particularly teams selling 30+ homes per year with internal sales operations.
Pluto excels in environments where:
- Multiple units are sold simultaneously
- Contracts require amendments and version control
- Deposits and payment schedules must be tracked
- Sales and construction teams need synchronized visibility
- Buyer upgrades and change orders must flow cleanly into operations
While some commercial projects may share similar workflows, Pluto is optimized for the complexity and volume of residential development sales, not office leasing, retail tenant management, or custom one-off commercial builds.
If you’re managing pre-construction residential inventory across multiple projects and teams, Pluto was built for you.
Pluto supports FINTRAC compliance by guiding purchasers through ID verification and declaration forms as part of the online registration process. This helps ensure that key compliance steps are addressed early, before contracts are created.
The system reduces the need for paperwork and helps sales teams stay focused on communication and closing. Compliance tasks are handled within the platform in a secure and organized way, giving your team confidence that the process is complete and properly documented.
While most CRM platforms were built to manage relationships and marketing pipelines, Pluto was built to manage live, high-value contracts in real estate development.
An easy way to think about it is, a CRM tracks people, whereas Pluto tracks commitments.
Traditional CRMs are excellent at lead capture, email campaigns, pipeline forecasting, but once a contract is signed, most teams fall back into spreadsheets, email threads, shared drives, and manual checklists.
That’s where risk begins.
Pluto is purpose-built for developers and builders managing live inventory, contracts, deposits, amendments, upgrades, and internal coordination between sales and construction.
We focus on:
- Contract lifecycle management
- Real-time inventory control
- Payment scheduling & tracking
- Audit trails & compliance visibility
- Cross-team coordination
Pluto operationalizes the entire sales workflow. So for teams managing dozens, or even hundreds, of live contracts, that makes a big difference with visibility, efficiency, compliance, and coordination.
Implementation timelines depend on the size of your team and the complexity of your current workflow, but most Pluto clients are fully operational within 4–8 weeks.
Since Pluto is purpose-built for residential development sales, we are not forcing you to reinvent your process, we are structuring and digitizing what you already do.
A typical rollout looks like this:
Week 1–2: Discovery & Workflow Mapping
We map your current contract lifecycle, payment schedules, approvals, and reporting structure.
Week 2–4: Configuration & Data Migration
We migrate active projects, inventory, contracts, and relevant buyer data from spreadsheets, shared drives, or existing CRMs.
Week 4–6: Training & Parallel Run
Your team runs Pluto alongside your current system to ensure accuracy and comfort before going fully live.
Go-Live:
Once your team is confident, Pluto becomes your system of record for live contracts.
Most teams are surprised by how quickly the transition happens, especially compared to traditional ERP implementations.
Our goal is simple: Move you from spreadsheet and email-based deal management to structured, real-time visibility, without disrupting active sales.
Pluto Systems is built for mid-to-large residential developers and production builders who manage high volumes of live contracts across multiple projects.
We are best suited for teams that:
- Sell 30+ homes per year
- Manage pre-construction or production inventory
- Have an internal sales team
- Rely on spreadsheets, email, shared drives, or disconnected CRM tools
- Want better visibility across contracts, deposits, amendments, and upgrades
- Need tighter coordination between sales and construction
Pluto is especially valuable for organizations that are growing, where deal volume has increased, complexity has multiplied, and existing systems are starting to break.
We are not designed for:
- Custom one-off home builders
- Small teams managing only a handful of deals per year
- Purely commercial leasing operations
Pluto is purpose-built for structured residential development sales, where operational maturity, audit trails, and real-time visibility matter.
If your team has ever said, “We’re managing too many live contracts to keep doing this in spreadsheets,” you’re likely a strong fit.
NOW ACCEPTING SPRING 2026 PROJECTS
Discover a better way to manage new home sales
Book a demo to see how Pluto works and explore how we can support your new home sales operations.
