CLIENT TRACKING PORTAL

What is a client tracking portal?

One of the greatest ways to gain the trust and loyalty of clients for future projects is through effective communication. A client portal is one technique to guarantee that your service industry business gives clients clear updates and information.

A client tracking portal makes it possible for your customer to send confidential communications and encrypted information. It also allows them to easily upload files to ease the burden of tracking forgotten documents and, most significantly, to view account updates.

Not all your customers will have access to the client tracking portal. Only the customers whose status you have selected to “active” status will have access to the client tracking portal. Once you set their status to active, you will see a pop-up box that says, “Your new customer has been successfully created. Client tracking portal login email was sent to your customer”.

The client tracking portal will need to be set up after your consumer receives an email.

Your customer only needs to click a link inside the email to set up the client tracking portal.

A different link is available for your customer to attempt if the other one isn’t functioning.

Then your customer will be redirected to the client tracking portal to set up their password.

When your client logs in successfully, this is how the client tracking portal will appear.

The overview section will be the first thing they will see when they log in to their portal.

Then below the overview, they will see the bureaus tab.

The accounts you are working on for the credit bureaus are shown here for your customer to see.

Additionally, there is a tracking section where your customer can view the accounts you manage for creditors and collectors.

In the documents section, your customer can upload documents.

The list of documents that can be sent here will also be visible to your customer.

The type of documents your customer uploads and sends to you can be chosen here. These documents are sent to you for your records.

Here, your customers can view the documents that they sent you.

Then goes the messages section, where you and your customer can communicate.

This is where your customer can ask their question or send a message to you.

Then here is the education section.

There are some educational resources or modules here where your customer can learn more about credit restoration.

Inside the client tracking portal, there’s also a section where your customer can send you a referral.

Your customer needs to fill out this form and click the send button to receive your customer’s referral.

If the customer feels uncomfortable handing you their credit monitoring credentials over the phone, they can do it inside the client tracking portal.

They can enter their login information over here and then click ‘save’ when finished.

The ability to develop your company’s excellence and extend your professional brand is one of the major advantages of a client portal. For instance, the client dispute manager software’s client tracking portal enables you to include educational content that will inform your client about credit restoration in addition to using the portal for monitoring and sending updates.