NEW! Finova Customer Portal
- Angus Mundin (Unlicensed)
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.
Table of Contents:
- 1 How to Enable NEW Finova Customer Portal
- 2 Send Portal Invite Email
- 3 Re-Send Invite To Portal
- 4 Customer Forgot Password
- 5 Customise Portal Invite Email & Portal ‘Password Reset’ Email
- 6 Request Document Upload
- 7 Chose The Documents Which Get Automatically Requested
- 8 Portal Settings
- 9 Troubleshooting
- 10 Frequently Asked Questions (FAQ)
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
Add Email Address to Applicant & “Send Invite”
Re-Send Invite To Portal
Customer Forgot Password
Step 1 - Click Applicant’s Email Address
Step 2 - Select Template 'Password Reset, Then Send
Customise Portal Invite Email & Portal ‘Password Reset’ Email
Step 1 - Create Your Email Template
Step 2 - SYSTEM SETTINGS >> PORTAL SETTINGS
Step 3 - Select Templates
Request Document Upload
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.