Welcome to rooms within your portal. Rooms are here to help you solve your clients’ financial opportunities. Send messages, upload documents, and collaborate with trusted professionals all in one room. Your services and surveys within the portal will be key in how your clients reach out to you for help.
Whether they are applying for a home or car loan, wanting an insurance policy, setting up a company or trust or getting their Will updated, Rooms is a great place to start the process and see it through to the end.
External parties, who will assist with the service required, can also be invited and be involved within the Room for chats, document sharing, and adding tasks for the completion of the service. An ongoing log of the whole process is encompassed in one easy to use consolidated and secure area.
Grow your business by featuring your in-house services on our marketplace (coming soon) and services you don’t offer in-house can now be referred to outside providers.
Introduce your trusted network of financial professionals to your clients - all while staying in control but working together to solve your clients' requests.