Document Portal

Create a portal with your broker contact details, personalised instructions, and a document checklist. Share the secure link with your client — they verify their identity with a one-time passcode (OTP) sent to their email, then upload documents against each checklist item. You're notified by email when they submit.

No. Clients verify their identity with a simple one-time passcode (OTP) sent to their email. There are no passwords to remember and no accounts to create. This reduces friction and makes it easy for clients to submit documents quickly.

Yes. The portal dashboard shows real-time progress for each client — which checklist items have been completed and which are still outstanding. You can follow up with confidence instead of guessing who still needs to submit documents.

Yes. Once a client submits their documents through the portal, you can run an AI Document Assessment directly on those files. The portal collects the documents; the AI analyses them. Together, they automate the entire intake-to-analysis workflow.