Tips, Tricks & Best Practices

GSFerguson
Member

Need a customer portal

FinTech seeking customer portal that allows clients to log-in and authenticate, fill out a loan application and other docs, upload various documents and (preferably), execute / sign loan docs. Internal / external notifications would be a nice-to-have. Thank you for your assistance!

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kvlschaefer
Community Manager
Community Manager

Need a customer portal

Hi @GSFerguson,

 

Thanks for reaching out to the Community!

 

Are you looking for advice on how to set up the customer portal, or for someone to implement a customer portal for your company? The more information you can include, the better the community can assist with the next steps or guidance.

 

Thank you!

 

Best,

Kristen


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