Client Portal Experience
Updated
by
Caroline Pollard
Getting started with the Client Portal in Chief 2.0 is simple and designed to create a seamless experience for both you and your clients. Follow the steps below to make the most of its features.
Step 1: Prepare the Deal
Before inviting your client, ensure that a Credit Guide and Privacy Consent have been added to the deal.
You can also include any required documents at this stage so that, once access is shared, your client will be prompted to complete a simple fact find and upload the necessary files.
Step 2: Invite Your Client
Click “Invite” to share access to the Client Portal.
You’ll know the invitation has been successfully sent when:
- The icon appears solid
- The Client Portal share button becomes visible
Step 3: Client Sign-In Experience
From the client’s perspective, they will:
- Receive a secure sign-in link
- Enter their PIN code
- Click “Sign In” to access the portal
Step 4: Accept Credit Guide & Privacy Disclosure
The first screen presented will be the Credit Guide and Privacy Disclosure.
When the client clicks “Proceed”, their digital signature is automatically applied to confirm acceptance.
Tip: You can embed a short explainer video using the play button on this screen to guide clients through each stage of the portal.
Step 5: Completing the Fact Find
Once they proceed, clients will begin entering their information.
- A progress bar will appear as they move through sections
- Their data is automatically saved as they click “Next”
Clients can move freely between sections such as Identification or Addresses, with all progress seamlessly retained.
Step 6: Enhanced Auto-Save Functionality
A key improvement in Chief 2.0 is enhanced auto-save.
Even if a client jumps ahead (e.g. straight to the Documents section), their information will continue to save in the background.
Step 7: Uploading Documents
The document upload experience has been simplified.
Clients can now:
- Click anywhere within the upload box
- Quickly add and submit files
Step 8: Personalised Client Guidance
You can embed videos on the dashboard that update based on the stage of the deal, providing timely and relevant guidance throughout the client journey.
Step 9: Notes & Communication
Clients can add notes directly within the portal.
These notes will automatically sync back to the deal card, keeping all communication in one place.
Step 10: Tracking Client Activity
From your side, you can monitor progress by opening the deal card and reviewing the Activity Log, which provides a detailed view of client actions.
Step 11: Translate Functionality
The built-in translate feature allows you to:
- Translate client notes into different languages
- Save translations
- View both original and translated versions at any time
Step 12: Managing Uploaded Documents
All client-uploaded documents will appear in the Files section.
These files are:
- Automatically assigned to the client
- Able to be renamed and labelled based on your document requirements
The Client Portal in Chief 2.0 is designed to streamline data collection, improve client engagement, and give you full visibility every step of the way.
