Score Client Portal enhances your client relationships
The Score Client Portal empowers your clients to collaborate with you through the mortgage process. Our Client Portal fosters transparency and ease of communication with brokers in a broker-branded experience. Here, clients can complete fact finds, securely upload necessary documents, and even access their credit reports at no cost. With the Score Client Portal, we're redefining the client experience, making it more seamless and interactive, ensuring that clients are at the heart of their mortgage journey.
The digital experience your clients expect
Score Client Portal gives your clients an online window into the mortgage process, branded as your own firm, a modern digital web app accessible from their phone or computer.
With the Score Client Portal, advisors can provide the cutting-edge online experiences that today's customers demand. It's more than just a portal; it's a dynamic platform that enhances the entire client-advisor relationship, offering easy access to information, and seamless communication.
The Score Portal ensures that clients stay connected, informed, and engaged throughout their mortgage journey, setting a new standard for what clients can expect from their homebuying experience.
Effortless fact finds
Score's Client Portal is designed to simplify a traditionally complex process. Clients can complete fact finds with confidence, as our portal offers an intuitive and informative interface.
Clients are guided through each step with clear explanations and comprehensive information, building trust along the way. Meaning advisors can pick up cases with all the information at hand, making those first meetings more valuable.
Secure document management
Clients can use the portal as a way to upload all their necessary documents as well as view and sign documents digitally. No more sending proofs in the post, clients can manage their documents securely from the Score Client Portal.
Score Client Portal guides clients through uploading all the required initial documents, including information about accepted forms of proofs etc.
All documents are stored securely so clients can access all information and policies easily online.
Send recommendations and suitability reports straight to your client’s portal for them to view and sign.
Credit reports
Through the Score Client Portal, clients have the unique advantage of retrieving their consumer credit report from Equifax free of charge. What sets us apart is that this data doesn't just benefit the clients; it also seamlessly integrates with the Score CRM, providing advisors with immediate access to crucial credit information.
This ensures advisors can comprehensively review and analyse client credit history and see any red flags as early as possible.
Secure client messaging
Say goodbye to the hassle of juggling multiple platforms for client communication and maintaining audit trails. Score enables advisors to securely interact with clients directly within the client portal. When a new message arrives, advisors receive a notification, ensuring they stay informed and responsive.
This streamlined communication expedites applications, improves client experiences, and eliminates the need to sift through scattered emails. It’s never been easier to stay connected to clients, provide exceptional service, and maintain clear communication records within the Score ecosystem.
Property reports
In the Score Client Portal, clients can easily access a report about the property they’re purchasing. These reports serve as an early preview of critical information that could impact your clients' future property investments. They include jargon-busting explainers, broadband speed assessments, and the most recent Energy Performance Certificate (EPC) rating, helping clients make informed decisions about energy efficiency and utility costs.
Reports through the Score Client Portal provide insights into local property market trends, historical sale data, and area details, including tenures, crime statistics, and community demographics.
Comprehensive integrated Land Registry overviews highlight factors such as flood risks, geological surveys, and major infrastructure projects.
Clients get a snapshot of potential property risks at an early stage, helping homebuyers make informed decisions from the start.
Why choose Score CRM?
Hear from our satisfied mortgage and protection advisors and managers about how Score has helped them improve their businesses.
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