Popular Articles
Sign-In
Log in through the password you have created or one of the third party companies (i.e. your Google, Yahoo, Microsoft or Facebook account). Alternatively use the Forgot Password link. Once signed in with your password, you will need to provide a ...
Upload a Document
To upload your documents, click on the relevant document which shows as pending, find the document through Select File or the Click to Upload icon in the box and select the relevant document which you wish to upload or simply drag and drop the ...
Client Sign-in
Has A Client Logged In? You can see if and when a client has logged into the portal in the case under Last Signed In. Reset MFA If a client is having problems with their second sign-in factor you can reset it. This removes the second factor from ...
Client bank
Adding A Client Via Add Client complete the required fields and add your client. Each client needs to be individually added to the system. For multiple client applications, add the clients individually to the system. An invitation will automatically ...
Creating A New Case & Requesting Documents
Select business type (mortgage, remortgage, buy to let mortgage, buy to let remortgage or insurance). Search for your clients linked to the business and add your clients to the case by selecting the blue + sign. When all relevant clients have been ...