What is a request template?
A request template is a reusable, pre-configured Client Portal request. You set the items up once, and brokers apply the template when they create a request for a client.
A template bundles five module types:
Documents to share: documents your client sees, like the credit guide.
DigiSign: documents that require a signature.
Client details and financials: basic info, address, and employment of each client, and their combined financials.
Questionnaires: questionnaires you would like to collect.
Doc requests: documents you would like to collect.
Templates you create are available to your own partner group. Templates marked as master are also visible to other partner groups.
Opening the template builder
Open the Admin app.
Go to CRM Settings.
Open the Client Portal Templates tab.
Select an existing template to edit it, or select + to create a new one.
Each template opens in its own tab. The left side, Template details, holds the name and settings. The right side, Request builder, is where you choose what the client completes.
Naming your template
In the Template details panel:
Enter a Template name.
Optionally add a Description to record what the template is for.
Optionally set a Request name. This is the default name brokers see for the request, and they can change it later in the request itself.
Fields save as you enter them. There is no separate save button for the template details.
Building the request
In the Request builder panel, set up each module you want the client to complete.
Documents to share and DigiSign
On the Documents to share or DigiSign card, select + Add document.
Choose the documents from the picker and confirm.
Selected documents appear on the card and can be removed with the × next to each one.
Client details and financials
This module collects each client's personal details and combined financials. Use the toggles to control exactly what is asked for:
Personal details
Address
Employment
Properties and mortgages
Assets
Debts
Support payments and other income
Living expenses
Turn individual items on or off, or use Turn all off to clear them. The card shows how many are enabled, for example "8 of 8 enabled".
Questionnaires and Doc requests
On the Questionnaires card, select + Add questionnaire, or on the Doc requests card, select + Add doc request.
Choose the items from the picker and confirm.
Selected items appear as chips on the card and can be removed with the ×
Cloning a template
To reuse an existing template as a starting point, clone it. The clone is a new, separate template owned by your partner group. It is not a master template, even if the original was.
Removing a template
Removing a template takes it out of the list so it can no longer be applied. Requests already created from the template are not affected.
You can only edit, clone over, or remove templates owned by your own partner group. Master templates from other groups are visible but cannot be changed.
What happens next
Once a template is created, brokers in your partner group can apply it when creating a Client Portal request.
Need help?
If you need help creating or managing request templates, contact your Partnership Manager or email [email protected].