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.

Automatic Document Reminder Emails

BrokerPlus emails clients their outstanding documents on a schedule you set, from a template you can edit.

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 editor to build your own portal templates and add-on packs - intake fields, document requests, and signing forms.

Default Portal Templates

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

Editing An Active Portal

Open a live portal in the editor to add, edit, remove, or reorder items and add packs - without resending the link.

Emailing A Client About Their Down Payment Or Income

Send a client a quick note to set up a chat about their down payment or income, drafted before it sends, from an editable template.

Sending A Portal: Choosing What To Collect

Pick what the borrower does with three toggles (Info, Documents, Signing) and send a portal tailored to the deal.

Tracking Portal Status

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

Verifying Documents With Instant Verifier

Verify a client's documents yourself - drop in their files and BrokerPlus reads, classifies, and cross-checks each one against the details you enter. No portal link, no client involved.

What Client Portals Are

Token-based portals you send to a client. No login required for them. Mix and match info, documents, and signing.

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.