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How a Client Accesses their Recommendations
How a Client Accesses their Recommendations

How they get to their recommendation page and what they see

Chuck Slogrove avatar
Written by Chuck Slogrove
Updated over a week ago

The recommendations page is used to educate your clients, help them decide the best course of action in regards to their loan, and refer business to your referral partners. This page is set up by you.

For a client to view their recommendations page, you have to set the page view to Active in your settings, and then send them a link to view it. This ensures that your recommendation is perfect before letting the client see it. They can then access this from their dashboard in the Client Portal.

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