Client Portal

Dalibor Ivkovic avatar Phillip Djukanovic avatar Nick Nikolic avatar +2
13 articles in this collection
Written by Dalibor Ivkovic, Phillip Djukanovic, Nick Nikolic and 2 others

Collecting bank statements via Client Portal

bankstatements.com.au integration in video conference
Nick Nikolic avatar
Written by Nick Nikolic
Updated over a week ago

Sharing separate client portal invitations

Sharing a separate client portal for same deal applicants
Matthew avatar
Written by Matthew
Updated over a week ago

How Clients can upload and submit requested documents in Client Portal

Client portal Uploading docs
Mina Rakocevic avatar
Written by Mina Rakocevic
Updated over a week ago

How to request documents to be uploaded by clients in Client Portal?

Client portal Request documents
Mina Rakocevic avatar
Written by Mina Rakocevic
Updated over a week ago

I can't see Client Portal share button in Deal View

There is no Client Portal invitation button in Deal View
Nick Nikolic avatar
Written by Nick Nikolic
Updated over a week ago

Change text in Client Portal invitation Email

How to customize message Client will receive when invited to Client Portal
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Short Fact Find - customize Client profile options

Customize options Client needs to fill in digital Fact Find once they open Client Portal.
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Online Fact Find - Client Profile on Client Portal

Salestrekker Online Fact Find in Client Portal. How to share it with clients and how will they submit information and documents.
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Client Portal Invitation Troubleshooting

Client Portal invitation issues and how to resolve them
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Client Portal Settings

How to set up Client Portal
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Invite client to Client Portal

Guide to Client Portal use
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Sharing notes and documents through Client Portal

How to share a note or a file in Client Portal
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Creating required document templates

Checklists to send to the client to upload via Client Portal
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago