Your clients and the client portal
What your borrower actually sees, how to invite them to their portal, and how the two of you work on an application together.
By Kaylan1 author19 articles
- Client Portal Walkthrough
- Share With Clients
- Inviting Business Clients or Partners to the Platform
- Can clients add other people, like a spouse or accountant, to help with the application?
- Can my client and I work on the same application at the same time, like Google Docs?
- Can my client save the intake form partway and come back later?
- Can my client see which lenders I am working with, or is that hidden?
- How can I test what my client sees when I send them the portal link?
- How do messages and notifications work inside the client portal?
- Is my client's portal link secure, and how do they log in the first time?
- Can I include my client in the messaging thread, or have all three of us, broker, client, and lender, in one place?
- Can my client fill in the parts of the application I am missing?
- Why does my client have to continue with Google or enter their name and email?
- Can both my client and I track the application's progress?
- What is the difference between letting clients self-submit and controlling everything myself?
- What exactly does my client see when they click my branded link?
- Will my client see the lender's name or be able to contact the lender directly and cut me out of the deal?
- Will my clients ever see "Powered by Levr"?
- What is the difference between business-level access and deal-level access for my client?