Client Portals

Adding Custom Conditions To A Portal

Layer your own broker-defined requests on top of a template before sending.

Adding Documents For Signature

Import any PDF. If it has editable fields, we auto-populate them. If not, use the in-built editor to add fields.

Addon Packs

Modular bundles you can layer on top of a portal template, covering common scenarios like gift funds, rental income, or newcomer to Canada.

Broker Fill Mode

Fill in portal fields on behalf of a client when you already have the data or they're stuck.

Creating And Editing Your Own Portal Templates

Use the template editor to configure tabs, fields, and requests as a full-intake or docs-only template.

Default Portal Templates

The 11 default templates we ship for different deal scenarios, and how to pick the right one.

Sending A Portal: Full Intake Or Docs-Only

Choose the right mode (full intake for new client onboarding, docs-only for outstanding conditions later in the deal).

Tracking Portal Status

The session board shows every active portal and its current status at a glance.

What Client Portals Are

Token-based portals you send to a client. No login required for them. Use them for full intake or just doc collection.

What The Borrower Sees On Their End

What the client experience looks like - filling forms, uploading docs, overriding a flagged doc, and signing.

Working A Portal Submission

Review uploaded docs, approve, or request more info from the borrower.