- Case Studies
It's so easy for your clients to access their own secure portal and see information requested, messages and outstanding items.
They can upload files, use their smartphone camera, and even complete and sign documents digitally.
Create an individual, secure document portal for every new customer.
Share files, choose document permissions, add signature requests and switch password protection on or off as needed.
91% of cyber attacks and data breaches start with phishing via email.
Move your document collection out of the inbox to an independent safe and secure platform and protect your reputation.
Build client trust with your own branding, including your logo and tones.
Make it your own and add a personal touch to introductions, messages and alerts.
Mortgage Supply Co