Master Portal Template

Edit the default text that appears in every new client portal. Changes here become the starting point for all future clients. Existing clients are not affected.

How it works: Click "✏️ Edit Master Text" below to enter edit mode. Click any highlighted text block to edit it directly. Switch between Buyer and Seller to customize both. When you create a new client, they'll automatically start with your latest master text.

To edit questionnaire questions: Click the Questionnaire tab in the preview below, then enter edit mode — every question label and hint becomes editable. Fix wording, remove the carrier pigeon reference, add context, whatever you need.

To edit the default checklist items, enter edit mode above and navigate to the Checklists tab. Add, remove, or rename items — these become the default for every new client of that portal type.

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