Salestrekker Client Portal has extensive customisation options and to be used effectively it requires some initial setting up. Below is the best practice set up for the optimal customer experience.

Users can manage the following:

A - Portal navigation. Clients can navigate between the fact find, document collection, notes and dashboard

B - Security and loan information. Once added in the deal deal information will display here.

C - Dashboard video. Guide videos linked to workflow stages.

D - Workflow stages. Displays current and other stages in deal's workflow.

E - Portal personalisation. Customers can opt to a dark mode and log out of the portal

F - Documents overview. Required documents list, links to the Documents section in the side bar.

G - Deal information. Security and lender information, displays once added to the deal.

H - Add note. Customer can add a note that gets saved in the Client Portal and deal notes.

I - Deal owner details. Clients can call and email deal owner form here.

J - Shared documents. Any documents shared with the client or document signed in the portal.

Each organisation can brand their portal using organisation settings and uploading own logo. It is important that the uploaded logo is in PNG format with transparent background. White background logos look unprofessional.

Go to settings, Account settings. Under Client Portal settings section click on Add flow button and select type of deal (e.g. Home loan).

There select which sections and subsections you wish to include in the custom flow:

Workflow stage name can appear in the Client Portal:

Customers often find this useful as it gives them updates of the application progress.

In some instances, naming of these stages might not be suitable for the optimal customer experiences. Users have two options:

Other content controls involve switching off walkthrough and dashboard videos and setting up where in the Client Portal will the client lend on the the initial login.

GO to Settings >> Process >> Workflows and set stages that should not be editable via Client Portal. Go to the 'Editable stage' drop down and select 'Read-only' to make that stage Fact Find not editable.

This will ensure that the customer can only edit Fact Find prior to loan submission to the lender.

Under Client Portal settings, set up Content you wish to display on the portal:

There are two types of videos users can add to personalise their Client Portal:

To add a video, click on the icon next to the Action switch and add relevant videos:

Walkthrough/flow video example from Client portal:

Dashboard video example from Client portal:

Required documents process is described in this article, the best practice process is as follows:

When sharing client portal initially, ensure that relevant documents are assigned to each applicant in the deal, in this case Applicant one gets all Applicant 1 PAYG documents, applicant 2 all Applicant 2 PAYG and all Purchase OO documents:

Salestrekker allows for contact custom fields that are aligned to each deal type. Custom fields are used to collect information that does not exist in Salestrekker's default data model.

Detailed instructions for custom field creation are in this article.

Salestrekker can send automated updates to customers and deal owners. To update customers, go to Client Portal settings and select which updates you wish to provide.

Deal owners can receive Client Portal updates by setting up their own Updates and reminders:

Client finished application will be visible only on the last screen of the shared flow:

Users can edit our default invite email content by replacing this paragraph of the email:

Go to Settings >> Account >> Client portal settings and click on action icon in Invitation email edit:

Add your content and that will replace the first paragraph of the default email content. Email editing functionality accepts a single paragraph plain text only:

1. Privacy Document: To share a Client Portal, ensure that the Privacy document exists with its labels (this is not a requirement in NZ). Document will be created when portal is shared.

2. Required Documents: Create Required document lists from templates described above:

3. Initiate Share: Go to Client portal share and choose which customer will you share portal. Portal can be shared with all deal customers and they can be set up whether they see each other information in the side drawer:

4. Share Portal: Choose if the customers can see each other's information, select the custom flow and assign required documents

5. Portal Link & PIN: New lo in process designed to improve onboarding

Client email example (note we will shortly add a text customisation option for this email):

Initial login screen example. Customer needs to request the code:

Email with pin example:

Customer enters pin here:

In case that customer does not receive link and pin emails users with access to the deal can see Client Portal link and any PIN shared in deal notes and share these with the client: (search for these notes by label 'Client portal'):

It is important to know that client's access to their Client Portal will stay active until the access is manually revoked.

To un-invite client, simply click on the 'Client portal share' section in 'Deal View' again and confirm with 'Revoke' button in the pop-up window on the right.

A new deal Note will be created recording the cancelation and also this will be shown on the Contacts section of the deal Overview, next to the name of the contact with whom the portal was shared then revoked.

Any document uploaded via Client Portal will automatically be marked as 'completed' in the required document list:

If the document uploaded by a client portal are not correct, users can reject these via "...' button next to the required document:

Rejected document will be marked as required again and the note explaining rejection will be displayed in the Client Portal:

A condition to share portal is for clients to sign the initial privacy document This requires eSign credits to be available at the time of share (not relevant for NZ).. Apart from creating this document prior to sharing portal, no other set up is needed for e-signatures within the portal.

When the customer signs into portal for the first time, they will immediately go to the signing page:

Example e-signature flow from the Client Portal:

Once client signs the document, they ill be directed to the completion of fact find flow (if so set up in the Client Portal settings):

Signed document will be sent to the client and deal owner via email as per standard e-signature process, and it will be saved in the Client Portal and CRM.

Where more than one applicants are in the deal, the additional applicants will receive separate signature links to complete the document.

Deal summary card contains information on various parts of Client Portal usage for that specific deal:

Once added to the deal tools section, security and loan information will show on the Client Portal Dashboard: