AGENT PORTAL
Everything in one place. Clear, secure, and always available.
Client portal
view :
- Documents to view and sign online instead of insecure post
- Key milestones in your transaction
- A clear timeline showing how far through your case you are
- Percentage completed and what’s left
- Full case history you can access at any time
👉 link: Access the Client Portal
Agent Portal
Less chasing. More visibility. Better control.
view 24/7 :
- All your client cases in one place
- Ability to drill into each transaction
- Case history and audit trail
- What enquiries are outstanding
- What needs action to help push the case forward
- Timescales and delays
- Quotes issued
- What has exchanged
- What has completed