Introduction We are pleased to announce the first phase of our ALL NEW secure customer portal, which will consolidate and improve all the features of our previous portal versions into a smoother more reliable updated version. NOTE: Previous versions of our portals are still supported. |
NOTE: This is the first phase of release, which only includes secure document upload , more features will follow shortly, such as: configurable factfind, document acknowledge, messaging and document template e-signature.
NOTE: This is the first phase of release, which only includes secure document upload , more features will follow shortly, such as: configurable factfind, document acknowledge, messaging and document template e-signature.
Table of Contents:
Contact a member of our team, such as your account manager or Broker Support Team to request the new portal. |
You can send portal logins to both applicants. |
Send the ‘Reset Password’ Template - This Template Can Be Customised. At any time your customer can directly click ‘Forgot Password?’ |
To send the password reset link yourself: You may need to Connect Your Email Address |
SYSTEM SETTINGS >> ‘Email Templates’ You can assign ANY email template as your ‘Invite’ and ‘Reset Password’ email template. |
You Must Include These Tags In Each Email Templates:
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By default there are documents which are automatically requested ready for when the applicant logs in for the first time (see default list below). Automatically Requested documents can be set under System Settings >> ‘Supporting Document Categories’ >> ‘Edit’ >> ‘Automatically Request’ (SEE BELOW). |
Proof of ID
Proof of Address
Proof of Address
Proof of Deposit
Latest Mortgage Statement
Proof of Income - Payslip
Proof of Income - Tax Overview
If a document is not relevant/needed you can remove/add a document request for the applicant.
On your selected case, Scroll down to Supporting Documents, find the document request, Select the Status box, then change it to Requested, lastly don’t forget to press Save. |
To remove a document request it's the same process in reverse, Scroll down to Supporting Documents, find the document request, Select the Status box, then change it to Blank, lastly don’t forget to press Save. |
SYSTEM SETTINGS >> ‘Supporting Document Categories' >> ‘Edit’ >> 'Automatically Request:’ |
SYSTEM SETTINGS >> ‘Portal Settings’ |
