Online Status Portal for Your Clients

Client Portal Features:

• 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 security code! (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 start date of current stage

• Easy icons makes your portal simple for clients to understand!

• Portal will display an unlimited number accounts all on one screen! (making it easy to see things in one shot!)

• Each account only displays up to the last 4 digits for security purposes

• 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.

• Add unlimited notes online & remove notes when no longer needed to be displayed!

Administrator Features:

• Set your company logo from the software

• Set your color style!

• Select which status stages appear to clients

• Rename the status stages to your desired wording

• Set it and forget it technology! The portal is fully automated! nothing else to do!

• Fully automated means - Time Saved!

(Coming Soon!)

Affiliate/User Features:

• 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)