video1.0<iframe src="https://www.loom.com/embed/6a0537358fe34ee8bb8f9a097c4fd4f8" frameborder="0" width="1862" height="1396" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13961862Loomhttps://www.loom.com13961862https://cdn.loom.com/sessions/thumbnails/6a0537358fe34ee8bb8f9a097c4fd4f8-7607ce94ff507b83.gif197.196In this video, I walk you through the Client Portal from a client's perspective, highlighting how they can register and navigate the system. I explain the dashboard, transaction cards, and the limited settings available for clients. Additionally, I cover the key features like messaging agents and accessing important documents. Please make sure to familiarize yourself with this portal, as it will enhance your interactions with clients.