Your client experience decides what a new client sees when they sign up and how their financing request moves. You set a default for your whole portal, and any lead source can use its own.
Walkthrough
Click through the walkthrough above to see the setting and what the client sees.
Where to find it
Go to Settings, then Client portal, and look for Default client journey. Pick a card and click Save.
The three options
Your team guides clients
Clients complete an intake. Your team chooses the financing options and shares the applications. Best if you like to stay in control of which lenders a client sees.
Clients find financing themselves
Clients compare options and submit applications on their own. You can see every deal, step in when needed, and earn commission when it funds. Best if you want clients to move fast without waiting on you.
Clients apply directly
Built for lenders. Your team reviews each application and makes the funding decision. This option is available for lender accounts.
Lead sources can override the default
Each lead source, such as a sign up link, can set its own journey. Open the lead source and you will see the journey beside its link, for example Sign up, Complete intake, Your team reviews. The settings page shows which lead sources follow each journey.
đĄ Changing the default affects new clients. Your team's own matchmaking tools stay the same whichever option you pick.
Related
Inviting Business Clients or Partners to the Platform. Bring a client into their portal.
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