video1.0<iframe src="https://www.loom.com/embed/3c613d752546439dac3a479036d6cacf" frameborder="0" width="1902" height="1426" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14261902Loomhttps://www.loom.com14261902https://cdn.loom.com/sessions/thumbnails/3c613d752546439dac3a479036d6cacf-0c6d057a90fe37e5.gif295.58This Loom shows how to create and send a client portal or joint application using BrokerPlus. From the Client Portal section, you can use Send Portal to select applicants like Jordan and Samantha, toggle off documents you do not need, and choose add-on packs (for example, borrowed down payment and bridge financing on an existing home). The portal sends separate secure links by applicant so they are not shared, and you can preview what each client will see and hide sections when no signing or documents apply. When you are ready, copy the links or send the emails automatically if your email is connected.