How to Show Multiple Products on Finova Client Portal

Introduction

A customer’s case contains all the products they have taken with you, this guide will show you how to share the tasks & details of multiple products to the Finova Client Portal.

How to show multiple product

Step 1:

Navigate to the applicant(s) product
Ensure your applicant(s) have been invited and accepted the portal invitation

View this guide to invite customers to the Finova Client Portal

Enabling the portal for your Client

Step 2:

By default, the first mortgage product will already be synced to display on the portal
Now select the additional product you wish to have displayed to your customer by selecting the product tab.
- In this example, we will select the LIFE product

Step 3:

Now place a tick in the option field called “Show On Finova Client Portal

Step 4:

Next click the SAVE button at the bottom of your screen to activate the change.