How to set up a client portal for mortgage documents?

Posted by Nick Allen on Dec 11, 2018 3:31:30 PM

A client portal is the most convenient way to collect documents from your clients.

Letting them struggle to attach files and upload them to various emails is really not ideal. Then you’re left battling with a barrage of emails in your inbox. Why not focus on more productive activities?

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Topics: client portal for mortgage documents, mortgage document portal, client portal, best client portal setup

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