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.

CUSTOMER PORTAL LOGIN PAGE

CUSTOMER VIEW: DIRECTLY UPLOAD DOCUMENTS TO YOUR CRM

Table of Contents:

How to Enable NEW Finova Customer Portal

Contact a member of our team, such as your account manager or Broker Support Team to request the new portal.

Send Portal Invite Email

You can send portal logins to both applicants.

Add Email Address to Applicant & “Send Invite”

Click To Expand

Re-Send Invite To Portal

Customer Forgot Password

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

Step 1 - Click Applicant’s Email Address

Step 2 - Select Template 'Password Reset, Then Send

Customise Portal Invite Email & Portal ‘Password Reset’ Email

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:

Invite To Portal: <<PortalInviteLink>>
Reset Password: <<PortalPasswordResetLink>>

Step 1 - Create Your Email Template

Click To Expand

Step 2 - SYSTEM SETTINGS >> PORTAL SETTINGS

Step 3 - Select Templates

Request Document Upload

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).

Automatically Requested Documents (system default)

Proof of ID
Proof of Address
Proof of Address
Proof of Deposit
Latest Mortgage Statement
Proof of Income - Payslip
Proof of Income - Tax Overview

Select Which Documents To Request

If a document is not relevant/needed you can remove/add a document request for the applicant.

Request Document

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.

Remove Document Request

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.