Client Dashboard - Creating an Account
Creating a secure account as part of the online application is now easier than ever for your clients. Once an account is created your client will be given access to an interactive dashboard that will allow them to fill out their online application, return to partially completed applications and check on the status of submitted applications as they progress.
When your client begins their application, the initial landing page gives them the option to create an account or continue as a guest. If they choose to continue as a guest, they will also have the option to create an account later on, prior to submitting their application.
How to create an account:
When your client clicks ‘Create Account’, they will be required to enter their email address and create a password.
Once they click continue, they will need to select an authentication method, Authenticator App, SMS or Security Key.
Your client will then arrive on the Dashboard from where they can begin a new application or resume an application that was saved for later. After they have completed the application, your client can see the status of their application along with any document requests.
If a client has created an account, they can access their dashboard through the login button at the top of your application link landing page.
Follow the link below for our excellent Client Experience talking points brochure: