Overview
The client data collection process of the Client Centre has been rebuilt and renamed the Client Portal, creating a simpler, guided way for your clients to share their personal and financial information with you.
The enhancements aim to provide a clearer, step-by-step workflow that improves data quality and offers a more user-friendly experience for your clients.
This includes changes to the following sections:
Personal Details
Address
Employment
Properties and Mortgages
Assets
Liabilities
Other Income
Living Expenses
Questionnaires
Document requests
DigiSign
You can enable this new workflow through the existing Client Centre request in the CRM.
How to enable the new Client Portal workflow
Open the CRM and select the relevant opportunity.
In the left-hand navigation, select Client Centre.
Click Add Request to create a new Client Centre request.
On the Details page, toggle Enable New Client Portal to On.
Once enabled, this setting cannot be turned off for the request.
Configuring the Client Portal request
On the Request page, the following sections are displayed in the Client Portal:
Personal details, address and employment details for each applicant
Financials
Questionnaires
Document requests
DigiSign
Documents to share
Reverting to the original workflow
If you need to return to the original Client Portal workflow, you’ll need to create a new Client Centre request. The new workflow cannot be disabled once it has been enabled on a request.
Your client's user experience
Overview
The new Client Portal introduces a more structured and guided experience for clients. The updated workflow follows a linear journey, helping clients complete their information in a clear and logical order. This section outlines what clients can expect when completing their Client Portal request. By utilising a structured format, the linear journey minimises errors and enhances the overall quality of the data submitted by clients.
What’s new?
The updated Client Portal workflow introduces a step-by-step process for clients to complete their information. The journey is designed to ensure all required details are captured efficiently and in the correct order. Additionally, this structured process reduces confusion, ensuring a seamless user experience and increasing client satisfaction.
Your client's user journey
Start with Personal Details
Clients begin by entering their personal information.Proceed to Address and Employment
After completing personal details, clients move on to provide their address and employment information.Nominate a Financials Completer (for joint applications)
If there are two clients on the request, the system will prompt them to nominate one person to complete the financials section.
Only the nominated client will proceed to the financials workflow.
4. Complete Financials
The nominated client will be guided through the following sections in order:
Properties and Mortgages
Assets
Debts
Support Payments & Other Income
Living Expenses
5. Complete any outstanding questionnaires
These are forms your clients complete to give you extra information about them - like a Needs Analysis, consent for credit checks or a quick survey.
6. Review and sign documents via DigiSign
7. Upload any requested documents
The linear journey ensures that clients complete each section in the correct order, reducing confusion and improving data quality.
New Client Portal workflow – FAQ's
❓ What is changing in the new Client Portal workflow?
The Client Portal has been updated to follow a linear journey for clients. The workflow now guides clients through a step-by-step process, starting with personal details and progressing through to financial information. This update not only ensures data accuracy but also enhances client satisfaction by offering a seamless and user-centric experience.
❓ How do I enable the new Client Portal workflow?
You can enable the new workflow by creating a Client Centre request in the CRM and toggling Enable New Client Portal on the Details page.
Once enabled, this setting cannot be turned off for that request.
❓ What happens if I want to revert to the original workflow?
To revert to the original Client Portal workflow, you’ll need to create a new Client Centre request. The new workflow cannot be disabled once it has been enabled on a request.
❓ What happens if there are two clients on the request?
If two clients are enabled, the system will prompt them to nominate one person to complete the financials section. The nominated client will then complete the financials workflow on behalf of both applicants.