- Clients can choose how often the receive emails
- Only your logo is shown (Not ours)
- All your pertinent company information is displayed automatically using the settings in the software! (if you make a change to your name, phone numbers, email, the portal automatically gets updated too!)
- Clients login easily using their email address and birth date! (no need to mess with lost usernames or passwords! (the easier your portal is, the more people will use it!)
- Portal hides any personal information pertaining to your client for added safety and security (only the client knows its theirs!)
- Shows the clients paperwork status
- Shows the clients current stage and status
- You can determine which of the stages appear! (hide the stages and paperwork that don't apply to your business!)
- You can rename each stage to anything you want & any language you want
- Shows how many days open the stage has been
- Easy color coding makes your portal simple for clients to understand!
- Colors of Stages can be customized if needed!
- Portal will display an unlimited number accounts all on one screen! (making it easy to see things in one shot!)
- Each account only displays the last 4 digits for security purposes
- You can add your own custom icons! (or use icons that we have preset)
- Accounts automatically show the client the status of each item!
- If a Representative is assigned to the client, the rep info appears too allowing the client to get in touch more easily!
- You choose to post certain notes in the software to the website for the client to read. (The portal can then notify the client through email about an update on the file!)
- Add unlimited notes online & remove notes when no longer needed to be displayed!
- Affiliates can get emails as often as they choose
- every client change
- on daily changes
- on weekly changes
- every two weeks
- on monthly changes
- or never
- Affiliates see your logo only! (not ours or anyone else!)
- Affiliates only see the clients where they are the assigned Rep, or where you have marked them as referral source
- One easy to read layout lets them see the status without complicated menus (The easier it is for Affiliates to use, the more they will use your portal!)
- Affiliates can login using their email address and a password you provide them (done in the software)
- You have control over disabling access to the portal (done right in the software)
- Upload your company logo
- Select your color style from over 20 color styles!
- Select which status stages appear to clients
- Rename the status stages to your desired wording
- Turn email notifications on or off
- Edit the email subject, links, and email sender/reply to addresses
- See activity logs of login's by clients and affiliates, plus when emails were sent, and even failed login attempts (know who your more active clients are!)
- Set it and forget it technology! The portal is fully automated! nothing else to do!
- Fully automated means