In this article you will learn:

  • What is the client portal?

  • The 3 ways clients can access the Client Portal

What is the client portal?

The Client Portal makes the application process for mortgages and insurance a lot easier than traditional paper forms.

The Client Portal is linked to the advisers Trail account, but is all branding to their business. This is where the client can complete Fact Finds and Quickforms for the adviser, and also upload any supporting documents.

Depending on the way the client accesses the Client Portal, they will be taken to a different registration page.

The 3 ways clients can access the Client Portal

Email link:

If a client has been in touch with you over phone or email and wants to proceed with an application, they can access the Client Portal through an email link.

After creating an Opportunity for a client, you can select to send an email link to the client to log into the Client Portal. If you have created your default email templates in your settings they will pull through to this email. They will be asked to create a password, and then will be able to begin their application.

Trail subdomain url:

At any time, a client can reach the Client Portal through your Trail subdomain ie. Here they can register an account with you, or log into an account they have already created.

Register button:

Creating a register button to put on your website will allow clients who are visiting your website to create an account and begin a fact find immediately. This button can be edited in your settings to suit how you would like it to look, and can be placed anywhere on your website.

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