client portal
Secure, electronic signatures as standard.
Within the portal, clients can easily upload personal documents like ID and income proofs, review application-specific files such as mortgage offers, and securely populate necessary forms like fact finds. Everything is linked directly to their specific case, ensuring complete clarity and organisation. They even have access to all their previous case history, keeping them fully informed.
To keep things moving swiftly, your clients can provide secure electronic signatures for documents, such as your terms of business, right from their device. It is a game-changing portal designed to build trust and give you a personal, professional advantage.
