video1.0<iframe src="https://www.loom.com/embed/12ada16fa04340dfaab2bed306927e91" frameborder="0" width="1512" height="1134" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>11341512Loomhttps://www.loom.com11341512https://cdn.loom.com/sessions/thumbnails/12ada16fa04340dfaab2bed306927e91-f9159d4cdd1565a2.gif179.415Once a new client case is added into the software, the client receives an email to set a password and access their portal. They can complete essential documentation and tasks there. The client needs to confirm personal details, sign client care letters, add proof of funds, and complete sale-related forms. All information is housed in one client portal, providing transparency and progress updates for both the client and the user. No specific action requested from the viewer.