A clearer next step for your client.
Mortgage Client Portal Software
Help clients understand what to complete, what to upload and where to ask a question. The Achos mortgage client portal keeps their part of the journey connected to your team's work.
Broker teams improving client onboarding, document collection and everyday communication.
- Introduce the portal
- Ask for something specific
- Let the client respond
An illustration of the workflow. Explore the product below.
Start with the everyday work
A document request should not create another mystery.
A vague email asking for 'the remaining documents' leaves the client guessing. They may reply to an old thread, upload the wrong period or assume that sending a file means it has been accepted. A clearer experience starts with a specific request and a visible place to respond.
Achos brings client messages, fact finds and document collection into a branded portal. Your team still decides what is required and checks what arrives. The aim is to make the next action understandable to the client and the response easier for the broker to find.
A workflow to try
Turn a request into a completed review.
An example mortgage client onboarding checklist, from invitation to a checked document.
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Introduce the portal
Explain how the client will use their access and where to get help. Check whether the person needs a different way to provide information.
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Ask for something specific
Describe the document, date range and any pages required. Keep the request associated with the relevant case.
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Let the client respond
The client can provide the requested information and use portal messaging for a clarification. Keep internal team discussion separate.
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Review and explain the outcome
Check legibility and completeness, then record a follow-up if something is missing. Make the difference between received and reviewed clear.
Inside Achos
A client's fact find, in the product.
The client can see their progress and return to their answers. Your team still needs to review the submitted information.
Connected capabilities
The tools behind the routine.
Branded client access
Give clients a recognisable portal experience using your organisation's branding, with access controlled by the configured client permissions.
Documents and fact finds
Bring information requests into the client's journey and let the team review responses in the context of its work.
Client conversations
Keep client questions accessible to the appropriate team while separating them from internal conversations and notes.
One case.
A clear next step.
From the first enquiry to completion: see how the adviser, case manager and client stay connected. Explore each step at your own pace.
Start with the person, not the paperwork.
Capture the enquiry, link the client and property, and give the case an owner. Everyone starts with the same record.
Your next action: Call Morgan to discuss the purchase.
An example of the journey, not a lender connection or automated lending decision. Your team controls case stages, reviews and communications.
Explore case managementRead the complete walkthrough
- Enquiry: Start with the person, not the paperwork. Capture the enquiry, link the client and property, and give the case an owner. Everyone starts with the same record.
- Documents: Make the next request obvious. Ask for the fact find and supporting documents through the client portal. The client can see what to complete and upload.
- Review: An upload is the start of a review. Check the documents before moving on. If a page is missing or something needs clarification, keep the follow-up visible.
- Next action: Give every handover an owner. Assign the next task and a due date. See what needs attention without piecing together separate email threads.
- Client update: Keep the client in the loop. Send a clear update and keep the conversation alongside your work. Set up repeatable reminders when your team is ready.
- Completion: Finish with a clear record. Update the case stage, close the remaining tasks and keep the documents and conversation together for future reference.
Make the demo useful
Try the journey on a phone.
Use the demo to test the client's experience as carefully as the broker's. A portal succeeds when the person can understand and complete the requested task.
Bring your workflow to a demo- Open an invitation and complete a sample information request.
- Check which documents and case information the client can access.
- Send a client question and compare it with an internal discussion.
- Agree an assisted route for clients who cannot use the portal.
Useful answers
Questions before you choose.
Can clients upload mortgage documents through the portal?
Achos supports client document collection through the portal when the relevant access and features are enabled. Your team should make each request specific and review the uploaded evidence.
Will a client see our internal notes and conversations?
The client experience uses controlled sharing and permissions. Internal and client communication are separate. Use a sample client account during setup to verify the information your organisation exposes.
Does a client portal remove the need to speak to clients?
No. It provides a place to complete routine requests and ask questions. Your team should still explain important matters and offer support or an alternative route when needed.
Put it into practice
Keep exploring.
Related product guides
Find the fit for your firm.
Your cases. Your team. Your way of working.
See how Achos fits your brokerage.
Bring one everyday workflow and the tools you use today. We’ll explore the product, discuss setup and pricing, and identify what needs a closer look.
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