1. Overview
The Client Portal is a secure, branded web experience where your clients can:
View mortgage progress
Upload documents
Track status in real time
View qualification scenarios
Compare offers
Access resources
Communicate with your team
No login. No app download. Works on any device.
In one sentence:
Client Portal gives your clients 24/7 self-service access to their mortgage file through a secure, shareable link.
2. Why the Client Portal Exists
Problems It Solves
Eliminates “Where do I upload this?” confusion
Reduces chase emails
Stops status-check calls
Removes security risks from email attachments
Improves client experience
Saves 5–10 hours per file
Business Outcomes
Clients upload documents faster
Fewer “What’s the status?” calls
Faster file completion
Improved trust and professionalism
Higher client satisfaction
3. How to Access & Share the Portal
For Advisors
Quick Access
Open any Mortgage File
Click View Portal (green button in header)
Or click Copy Link (blue button)
Share the copied link via:
Email
SMS
WhatsApp
Any messaging platform
Link format:
yourdomain.com/portal/[encrypted-file-id]
Email Template Method
Open file → Communications Tab
Click Compose Email or Send Document Reminder
Use a template with
{{portal_link}}Send
From Leads
Go to Leads Page
Click Send Application Link
Email includes application + portal access
For Clients
Click the link
No login required
Works on Chrome, Safari, Edge, Firefox
Fully mobile-optimized
Availability
Included in all plans
Unlimited clients
Custom domains on Pro plans
4. Security Model
Encrypted file ID in URL
No personal data exposed in URL
No login friction
Optional password (Code Word) protection
Session expiration after inactivity
Audit logs for uploads and activity
Portal links remain active unless the file is archived or deleted.
5. What Happens Automatically
Document uploads notify you instantly
Upload progress shows in real time
Submitted docs marked “Pending Review”
Stage changes reflect instantly
Approved documents show “Approved ✓”
6. What the Portal Does NOT Do
Clients cannot edit file details
Rejected documents are not visible to clients
Portal link does not expire automatically
Does not function if file is archived or deleted
7. Configuring the Client Portal
A. Code Word Protection (Optional)
File-Specific Code Word
Open file → Vault
Click Set Code Word
Enter password (min 8 characters)
Save
Share password verbally (never by email)
Organization-Wide Code Word
Vault → Settings → Master Code Word
All portals require password.
B. Tab Visibility Settings
Go to:
Settings → Client Portal Settings
Toggle visibility for:
Documents (always visible)
Status
Qualification
My Qualification
Offers
Team
Resources
Click Save.
C. Tab Colors (Branding)
Settings → Client Portal → Tab Colors
Customize gradient button colors.
8. Resources Tab Navigation Option (NEW – Feb 2026)
You can now control where the Resources section appears in the portal.
Go to:
Settings → Portal Settings → Client Resources
Choose:
Resources at bottom (default)
Resources in top navigation bar
This significantly changes the client experience and visibility of educational materials.
9. Document Requests
Create Document Request
File → Documents Tab
Click Request Documents
Select contact
Enter document title
Add description (optional)
Set priority
Set due date (optional)
Click Create Request
Appears instantly in portal.
Question Request (No Upload Required)
Choose “Question” type
Client answers in text field
Approve or reject in Documents tab
10. Simple Application Form
Go to:
Settings → Simple Application
Enable or disable
Customize fields
Customize branding
Copy shareable link
Link format:
yourdomain.com/apply/[org-slug]
11. Universal Referral Form
No setup required.
Share:
yourdomain.com/refer/[company-slug]
Submissions auto-create leads in CRM.
12. Qualification Scenarios
Publish to Portal
File → Qualification Tab
Create scenario
Click Publish to Portal
Clients see it instantly.
To remove: Unpublish
My Qualification Tool
Clients can test income, debts, and down payment in real time using calculator tools.
13. Offers Flow
File → Offers Tab
Create multiple offers
Add pros and cons
Click Email Offers
Client compares inside portal and selects preferred option.
14. Real-World Workflow Example
Create mortgage file
Click Copy Link
Send portal via SMS
Create document requests
Client uploads
You approve/reject
Stage updates reflect automatically
This replaces dozens of emails and calls.
15. Common Issues & Fixes
Portal Link Not Working
Check link was copied fully
Ensure file not archived
Refresh browser
Regenerate link
Client Can’t Upload
Ensure document request exists
Confirm assigned to correct contact
Check file size (<50MB)
Try Chrome browser
Status Not Updating
Move file to correct pipeline stage
Ensure stage is active
Qualification Not Visible
Publish scenario to portal
Offers Not Showing
Confirm correct email
Resend
Send portal link via SMS
File Not Found
File may be deleted
Regenerate portal link
Contact support if encryption issue
Missing Tabs
Check Settings → Client Portal → Tab Visibility
Resources Tab Empty
Upload content in Settings → Client Resources
Suggested uploads:
First-time buyer guide
Credit improvement guide
Mortgage glossary
Closing checklist
16. Best Practices
Send portal link immediately after file creation
Always create document requests instead of asking by email
Use stage updates to reduce status calls
Publish qualification scenarios for transparency
Enable Resources tab for education
17. Strategic Impact
The Client Portal:
Speeds up document collection
Reduces admin workload
Improves transparency
Strengthens client trust
Enhances brand professionalism
Closes files faster
Summary
The Client Portal is your:
Secure document hub
Status tracking system
Qualification sharing tool
Offer comparison center
Client education platform
It replaces email chaos with structured, secure, real-time collaboration.