Secure Partner Portal
Security and prompt communication are critical components of our business.
To protect ourselves, our clients and our partners, as well as centralize updates and documents into one place, we have a secure portal that can be accessed online or through a mobile device.
Please contact us to set up your portal (or reset your logins).
Contact Angela if you need help setting up or resetting your logins
In the Partner Portal you can:
1. Securely Upload documents and information for reviews.
If we have a profile created already for the specific client, you can see it and upload information and documents specific to that, or upload it to your main profile, and we can create one and move things over afterward.
2. Review information, leave notes or feedback and see the status updates on mutual clients.
3. See contact information for other associated professionals (ie realtor, P&C Agent, etc, if it's available).
4. Submit new leads or referrals
5. Review the information I have for you in my system
There's also a mobile application you can download as well.