Need a customer portal

[GSFerguson]

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!

[DStaat]

Hey GSFerguson,

I'm David from the hapily support team. We have an app called the Customer Service Portal that could help! It allows you to upload documents, send out notifications on ticket activity, customize your portal, and much more. Check it out here.

If you have any questions, feel free to reach out. I'd be happy to hop on a call with you!

Best,

-David Staat

[DianaGomez]

Hi @DStaat, I hope you are doing well. 

I extend our heartfelt appreciation for bringing this exciting app, and I wish to offer our warmest congratulations on the successful creation of such a practical and beneficial application.

Best,

Diana

[DStaat]

Hey Diana,

Sorry for the late reply here. Thank you for the kind words!

Best,

-David Staat

[kvlschaefer]

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