Adding a New Client

Learn how to add a new client to your Agent Portal.

1. Initiate Client Addition:

   • In the Agent Dashboard, click on Add Client.
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2. Enter Client Information:

   • Fill in the client's details, including name, email, and contact information.
   • Most advisors choose the temp password to be the client's file number or ID in their CRM. Some prefer to use the same temp password for all clients. This is ok as long as the agent has two factor authentication enabled on their account and as long as the password is temporarily used until the client has the chance to login and change it. 
   • Click Save.
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3. Send Invitation: 
   

   • Click Yes to invite the client to set up their account or choose No if you'd rather wait.
   • if Yes, the client will receive an email with instructions to complete their profile, and they will be able to see what you have uploaded for them.