Enhanced Client Invite and Sign Up Process

Enhanced Client Invite and Sign Up Process

The new enhancements include:

  • Updates to the user interface for the lender and real estate agent invite process
  • Updates to the user interface for the self sign-up process
  • Ability to resend an invite to lenders and real estate agents
  • Email notifications when your clients and partners accept your invitation
  • Threshold Notification moved to the new Notifications Page

Visit the below knowledge base links for more detailed information: 

Inviting Clients

Viewing & Managing Client Data/Usage

Organizing/Removing Clients

Notifications Page

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