Step 1: Advisor Setup
See how easy it is to set up your practice in minutes
Practice Configuration
Setting up your custom branding and workflows
Client Portal Generation
Creating personalized client access portals
✅ Practice Ready!
Your practice is now configured with:
- Custom branding applied
- Workflow templates created
- Client portal access ready
- Document processing enabled
Step 2: Client Invitation
Invite clients to their personalized portal
Add New Client
John Smith - john.smith@email.com
Client Status
Client will receive email with portal access
Welcome to Your Loan Portal
Hi John,
Your personalized loan portal is ready! Click the link below to access your dashboard and start your loan application.
Step 3: Smart Document Processing
pay_stub_january.pdf
Drag and drop or click to upload
Document Received
John Smith uploaded: pay_stub_january.pdf
OCR Processing
Extracting data from uploaded document...
Step 4: Real-time Synchronization
See how changes update instantly for both advisor and client
Your Loan Progress
Document uploaded and processed
Messages
John Smith - Loan Status
Document processed successfully
Recent Activity
Pay stub uploaded and OCR completed
Awaiting client upload
Step 5: Automated Task Management
Watch as tasks are automatically created and synchronized
Action Items for You
Completed 2 minutes ago
Please provide 3 months of bank statements
Due: TomorrowPlease provide your 2023 W2 form
Due: Next WeekTask Management
Document approved and filed
Reminder sent to client
Ready to begin once documents complete
Ready to Transform Your Practice?
Start your free trial today and see the difference real-time client portals can make.