Customer Portal & Onboarding
Your clients see your brand, your colours and your domain, not ours. They complete onboarding through a guided, step-by-step portal that makes submitting details, uploading documents, adding co-borrowers and searching for a property effortless. Passwordless magic-link access means no forgotten passwords and no reset flows, just a single secure link.
Magic-link access
Secure passwordless sign-in by email, with no passwords to forget.Guided step-by-step flow
Progress tracking and conditional logic guide clients through each stage.Co-borrower support
Collect separate details for joint applicants in the same flow.Invite by email or SMS
Send onboarding invites with a configurable expiry, default 14 days.Resume anywhere
Clients return to an incomplete application with a resume code.Auto-populated records
Submitted details flow straight into the deal and contact records.Real-time progress
Watch each client's completion percentage and outstanding actions.
One link is all it takes
Send a single link by email or SMS. Your client clicks it and lands on a branded portal with everything laid out: personal details, document uploads, property search, co-borrower details and more. You see their progress in real time and know exactly what is still outstanding.
- One link by email or SMS to start onboarding
- Guided flow with progress tracking
- Co-borrower details collected separately
- Resume codes for incomplete applications
- Live visibility of every client's progress
Your brand, front and centre
Your clients get a professional, branded experience from the first link they open. Behind the scenes AI collects details, reads documents and chases follow-ups, so onboarding moves without you having to manage every step.
- Custom branding with logo, colours and domain
- Magic-link access, no passwords needed
- Mobile responsive on any device
- Automatic portal access when a contact has an email
Get Started
Ready to streamline your brokerage?
Automate your back office, onboard clients through a branded portal, and let AI handle the document work. Spend your time on the conversations that win deals.
Easy Onboarding
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Australian Built
Setup in Minutes