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Client Portal 2.0 (available with Premier!)
In Client Portal, you can create roadmaps for your clients, manage documents, and communicate via comments with your clients and your team.
Frequently Asked Questions About Roadmaps
Building a Roadmap Template (admin only)
3 Sample Roadmap Templates
Deleting a Roadmap Template (admin only)
Assigning a Roadmap Template to a Transaction
Removing a Roadmap from a Transaction
Sending a Branded Client Portal Link
Customizing a Client's Roadmap
Agent and Client Perspectives of Roadmaps
Changing Roadmap Notification Preferences
Comments