Yes. Open the deal, go to the Application section, and click Share. Toggle on client access and use Invite Business Members to send your client an email invitation into their Client Portal, carrying your branding. From there your client can answer the open questions, upload documents, and complete the sections you could not finish. Everything they add syncs back into your account, so you are both working on the same application.
Walkthrough
Click through the walkthrough above to see your client work through the parts of the application you have left for them.
Related
Share With Clients. The full steps for turning on client access and sending the invite.
Can my client and I work on the same application at the same time, like Google Docs?. How edits from both sides sync.
Can my client save the intake form partway and come back later?. What happens if your client cannot finish in one sitting.
What does the progress percentage on a deal mean, and how do I get it to 100%?. Track what is still missing after your client contributes.
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