How do I track my clients’ application status?

Use the Partner Portal dashboard to view client application statuses, upload documents on their behalf, and send reminders to clients who haven’t completed their applications

Dashboard Overview:

• Your portal dashboard shows a summary of all invited clients.

Upload Documents on Behalf of Clients:

• Partners can upload necessary documents for their clients directly through the portal, streamlining the application process.

Follow up with Clients:

• Click the ‘Remind Client’ button to send an easy reminder email to clients who haven’t completed their application.

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