Customer Portal & Onboarding

Your customers see your brand, your colours, your domain. They complete their entire onboarding through a guided, step-by-step portal that makes submitting details, uploading documents, adding co-borrowers, and searching for properties effortless. Passwordless magic link access means no forgotten passwords, no reset flows, no friction.

What to Expect

Send a single link via email or SMS. Your client clicks it and lands on a branded onboarding portal with everything they need to complete: personal details, document uploads, property search, co-borrower details, and more. You can see their progress in real time.

• Guided step-by-step onboarding flow
• Co-borrower support with separate detail collection
• Real-time progress tracking

Qualifications & Requirements

Your clients get a professional, branded experience from the first link they open. Behind the scenes, AI is doing the heavy lifting. It collects details, reads documents, and chases follow-ups so you don't have to.

• Custom branding with logo, colours, and domain
• Magic link access, no passwords needed
• Mobile responsive on any device