POPULAR FEATURES
Headless Portal
A standalone client portal built with Next.js and NestJS to deliver a fully custom, branded experience with secure live data.
Passwordless Login
Allows clients to access the portal via an emailed magic link without having to manage usernames or passwords.
Branded Subdomains
Automatically routes each client to their own branded portal URL based on their account details.
Data Permissions
Staff manage leases, comps, and critical dates for each client to ensure a structured approach across multi-property portfolios.
Core Operations
A complete data model for buildings, suites, leases, rent schedules, and commissions, with automated occupancy updates and commission generation.
Report Generation
The platform generates on-demand or batch PDF reports, marketing flyers, and offering memoranda while ingesting third-party market data.
Document Sharing
Trackable public links let clients open leases, flyers, and offering memoranda without ever needing platform credentials.
Audit Logging
An audit log captures every login and document access, feeding usage data back into the platform for visibility.
PROJECT REQUIREMENT
OCloud Solutions developed a centralized operations platform while enabling self-service access, secure authentication, and configurable permissions.
- The fundamental requirement is to build a single source of truth that runs the entire leasing and brokerage operation within a single connected system.
- Replace password-based login with fully passwordless portal access for every client account.
- Automatically assign unique portal URLs to each client to eliminate the need for manual setup.
- Provide staff with configurable data controls to ensure that sensitive information is visible only to authorized people.
- Add an access-revocation capability to instantly revoke client portal access whenever necessary.
- Refine the portal data-fetching layer to support the expanding scope of client-exposed data.

OUR APPROACH
We followed an iterative, milestone-based approach to enable continuous refinements while keeping changing priorities on track.
Secure Login
Designed a lightweight, signed-token magic-link flow to enable secure client login without a heavyweight identity system.
Dynamic Branding
Automatically resolved branded client subdomains at login to eliminate manual routing setup for new clients.
Staff Permissions
Built a structured permissions layer that staff can manage to adjust data access for each contact without engineering involvement.
Automation Safety
Developed a specialized safety framework to prevent unintended cascading updates across the interconnected data model.
Stable API Contracts
We maintained stable API contracts to keep the frontend stable while refining the backend.
PROJECT SUCCESS
The OCloud team overcame complex technical challenges and delivered every planned milestone with scalable, secure, and reliable solutions.
- Developed the foundational commercial real estate platform featuring a cohesive data model to enhance leasing, brokerage, and property management functions.
- Introduced the first-generation partner portal, which allows clients to safely access their business data through self-service.
- Developed a secure API layer to safely connect platform data with a standalone client portal.
- Introduced passwordless magic-link authentication, delivering a faster and more secure client login experience.
- Implemented configurable data permissions and branded client subdomains to deliver secure, personalized portal access.
- Added audit logging and usage analytics to give the business complete visibility into portal activity and engagement.
- Enhanced platform security by adding multi-factor authentication for all client accounts.

RESULTS
OCloud Solutions delivered all project milestones while continuously improving the platform to meet changing business and client needs.
Passwordless login streamlined client authentication by removing the need for traditional password-based access.
Each client now receives a branded portal URL that delivers a more personalized and professional experience than a shared portal.
Staff gained precise control over data visibility, ensuring sensitive lease and financial information remains accessible only to authorized clients.
Complete audit trails and usage analytics provide the business with full visibility into portal activity and enable teams to monitor every login and document access.
Clients can securely share leases, flyers, and offering memoranda via trackable public links, enabling stakeholders to access the documents without platform credentials.
The fully custom frontend gives the business greater flexibility, enabling the client experience to evolve independently of the underlying platform.

TECHNOLOGIES WE USE
Salesforce
Apex
Lightning Web Components (LWC)
Flow Automation
Next.js
NestJS
Custom REST APIs
JWT Passwordless Auth
Heroku
Salesforce File Storage























