One link, everything a client needs to do next

Grant portal access from a lead, client or loan application and Frank emails a secure link — no account or password required on the client's end. The portal shows one prioritised "what's next" view instead of a pile of unordered requests, with a plain-language explanation of what each application stage actually means.

Document upload with real feedback

When a client uploads a document, Frank tells them immediately what it looks like — "Looks like your driver's licence, thanks!" or a gentle nudge to re-upload if the scan is unclear — instead of a silent "received" that leaves them guessing whether it was even the right file.

E-signature, including for guarantors and trustees

A guarantor or trustee gets their own portal link scoped to only what they need to see and sign — never the primary borrower's full file. For an entity-kind guarantor (a corporate trustee, an SMSF with no individual identity of its own), record the authorised signer once and the same signing flow works for them too.

Ask Frank — for your client

Clients can ask Frank questions about their own application directly in the portal. It answers only from what's actually in their file — their documents, their application's status, what's still outstanding — and is deliberately scoped to never give financial, credit or legal advice, never discuss another client, and never speak as if it were you. Every question and answer is logged, visible to you in the portal's own audit panel — never a black box.

Nudges when something's been sitting too long

If a requested document hasn't been provided after a broker-set number of days, an automation (see Automations and workflow rules) can email the client a reminder automatically — no need to notice and chase it yourself.