White-Label Applicant Portal
If you need a white-label application form for your application process, the white-label applicant portal is here for you.Overview
Each lead will have a client portal where they can:- Fill out their basic information
- Upload documents
- View their application status
- Complete checklist items
Features
- Customizable branding: Match your company’s look and feel
- Secure access: Each lead has a unique portal link
- Real-time updates: Portal reflects current checklist status
- Document upload: Easy file upload interface
- Progress tracking: Leads can see what’s completed and what’s remaining
Accessing the Portal
Leads can access their portal via:- Email link: Portal link sent via email
- SMS link: Portal link sent via SMS
- Direct link: Share portal link directly with leads
Portal Customization
Configure the portal to match your brand:- Company logo: Add your logo
- Colors: Customize color scheme
- Welcome message: Personalized greeting
- Instructions: Custom guidance for applicants
Integration
The portal integrates seamlessly with:- Agent communication: Agent can reference portal in messages
- Document collection: Documents uploaded via portal are processed automatically
- Checklist updates: Portal reflects real-time checklist status
- Timeline: Portal activity is logged in the Timeline