Client Portal Updates That Make Every Deal Easier
From faster document requests to improved document review and more control over client communications, these Client Portal updates will help you spend less time on admin and more time supporting your clients.
What's new?
1. Doc Request Template Configuration
For fewer back-and-forths and faster document collection across every deal, standardise document requests with pre-set classifications, quantities, and requirements - so every request goes out complete and ready to action.
2. Document Viewer Enhancements
For faster document reviews without switching tools, zoom, expand, and view documents full screen -across PDFs and images - so you can quickly check details in one place.
3. Contact Validation on Requests
For fewer failed requests and less time chasing clients, validate contact details upfront with prompts for missing information - so requests only go out when everything is complete.
4. Smarter Date Capture for Address and Employment
For more accurate data without slowing down clients, capture full dates where it matters while keeping historical entries simple - balancing precision with ease.
5. Invitation Email Improvements
For more polished and consistent client communication, customise invite emails with your branding while preserving formatting - so what you create is exactly what your client sees.
6. Split and Cross-Collateralised Loan Support
For confidently managing complex loan structures, clearly map relationships between loans and properties - so even split and cross-collateralised deals are easy to understand and manage.
To get started visit the Client Portal, check out the Wiki for a step-by-step guide.