Skip to main content

Client Portal

Help clients navigate their client portal

Alex Cornwell avatar
Written by Alex Cornwell
Updated over a year ago

Once a client is active in the Servicing System they will be able to login to their portal.

Once their information is entered they will be able to view their summary of the account.
​

Balances of deposits last deposit and current settlements can be viewed.
Balances of the Trust Account can be found to the right of the screen.

The client can also download a statement at any time which provides a nice PDF of the same information.

Did this answer your question?