If you clients didn’t use The Client Portal but you have their documents saved somewhere, you can easily upload them to your Conditions and Documents section and convert them to PDF.
Watch the quick video to learn how to drag and drop documents.
- Tax Documents Request
- Enhanced Bundle/Add-On Services
- Modern or Classic Deal Screen View
- Tailor Your Settings
- Connect Your Email
- Email Signature
- Client Portal
- Calendar Sync / Options
- Create Conditions List
- Email Conditions List
- Property Validation
- Upload / Convert Documents
- Direct Document Submission
- Direct to Solicitor (Documents)
- Solicitor Direct Connect
- Manage Deal Statuses – From Lead To Complete
- Summary of conditions, docs and deal statuses
- eSign (DocuSign & OneSpan)
- EZ Account Access (collect client’s bank statements online)
- Delete/Cancel an Application or Contact
- Intermediate
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Upload / Convert Documents