Client Portal

Your clients can upload their own documents and stay updated on their application status via their personal portal.

Client Portal

Client Portal

Keeping your clients updated on their application is crucial to maintaining good relationships

Agentcis offers a dedicated client portal for your customers. Once the portal is enabled, the client will receive a link to login into their portal, where your customer can login and view their details, status of their applications and upload documents.

Clients can upload documents from their own device

Clients can upload documents from their device through the client portal, making it easy to access in the Agentcis document system. Integrated with Agentcis document checklist, clients receive email reminders notifying them when to upload documents when needed.

View Conversations

Clients can easily view all the emails and SMS sent from their counsellor in the conversation tab for their viewing.

Client Overview & Details

Clients can edit their personal details in their client portal. They can also view the contact details of their counsellor for easy access.

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