Introducing Client Experience

Combined Online Application and Document Portal

What do you get when you take two great things and combine them into one? Something amazing. 

We have a lot of people that love the Client Journey, and the Client Portal is our #1 most used asset. So what was missing from this awesome equation?The ability to work with them together at the same time.

Introducing the Client Experience, a combined online application and document collection portal. You can now get the application and supporting documents at the same time.

  • Completed applications and supporting documents together as one
  • Faster, condition-free approvals
  • Improved experience for your client 
  • Better relationship building with your lender

Unlike other systems available, Client Experience does not use system generated document requests based on the client’s profile, the requests are instead owned by you! You drive what documents are required based on your expert and intimate knowledge of your client’s situation.