Client Sign-Up: How it works

What your customer receives

Your customers receive a custom-branded intro email (which you can see in each client record in Eligible). 

This prompts your customers to “Complete your Account” by simply creating a password. If they choose not to complete their account, they will continue to receive email alerts unless they opt out.

After they login, your customer enters a custom-branded web app. This is personalised to them and their mortgage situation.

It looks just like they’re logging into a portal built by you for your customers. 

They can login to the app at anytime and will receive emails prompting them to log in or request a call. They can view account information, read helpful blogs, and request a call with you.

You can view what they’ve been doing in the activity pane of the Client record.