Yes. When you share a deal and invite your client into their Client Portal, you are both working on the same live application.
Click through the walkthrough above to see how you give your client access, which is the step that makes this work.
If your client adds an answer or uploads a document on their end, it appears on yours, and the other way round. You are never comparing two versions of the same file, so nothing has to go back and forth by email.
It is one shared application rather than a document with two cursors in it, so if something you expect to see is not there, refresh the page before assuming it did not save.
Related
Share With Clients. Turn on the shared access that makes this work.
Can my client fill in the parts of the application I am missing?. Hand the open sections to your client.
Can both my client and I track the application's progress?. Watch the same completion bar from both sides.
Can my client save the intake form partway and come back later?. What happens when your client steps away mid form.
Ready to sign up?
It takes nothing to get started. Start here, or use one of these.
Talk with us now. Open the chat bubble in the corner of this page and someone will pick it up.
Email us. contact@levr.ai
Book a time. Grab a slot on Cohen's calendar and we will walk it through with you.