The session board on the Client Portals page is your operational view of every portal in flight. One card per session, organized by status.
Where The Session Board Lives
Click Client Portals in the sidebar. The board opens by default.
Statuses You'll See
Sessions cycle through a series of statuses:
- Sent - portal link is out, borrower hasn't opened it yet.
- In Progress - borrower has opened and started filling in fields or uploading.
- Submitted - borrower marked their submission as done.
- Under Review - you've opened the submission and started reviewing.
- Changes Requested - you've sent it back for fixes.
- Approved - submission is approved and the session is wrapped.
The board groups sessions by status so you can see what needs your attention.
What Each Card Shows
- Client name.
- Current status.
- When it was sent.
- When the borrower last touched it.
- How many docs / fields are complete vs outstanding.
- A quick action to open the full session detail.
Filtering And Searching
- Search by client name.
- Filter by status to focus on, e.g., everything in Submitted that needs your review.
- Sort by last activity or by send date.
Opening A Session
Click any card to open the full session detail view. From there you can preview submitted docs, approve, request changes, request more info, or switch into Broker Fill Mode. See Working A Portal Submission.
A Useful Daily Rhythm
- Open the session board first thing.
- Filter to Submitted - that's your review queue.
- Process those in order.
- Filter to Sent with no activity in 3+ days - those clients may need a nudge.
What To Do Next
- Work the submissions in your review queue: Working A Portal Submission.
- Need to send another portal? Sending A Portal.