Required documents and intake questions are controlled by your Request Pack. Work through this in order.
Go to Settings > Request Packs > Client Intake.
Confirm the document or question you are expecting is checked.
Click Publish. An unpublished change will not reach anyone.
Ask the client to refresh their portal.
If the item still does not appear for a client who was invited before you made the change, re-share or re-invite so the updated pack applies to them.
Click through the walkthrough above to see the client-side result you are trying to produce.
If a form still will not surface for a client who should see it, email contact@levr.ai with the client name and the form, and we will check the configuration.
Related
Application Intake. How Request Packs are meant to be configured and published.
Can I set up custom request packs for different loan types and follow-ups?. Useful when different clients should see different document lists.
How can I test what my client sees when I send them the portal link?. Confirm the fix from your client's side before you ask them again.
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