video1.0<iframe src="https://www.loom.com/embed/6cb545c5ea5b423fabe1d99294657b30" frameborder="0" width="1880" height="1410" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14101880Loomhttps://www.loom.com14101880https://cdn.loom.com/sessions/thumbnails/6cb545c5ea5b423fabe1d99294657b30-468c0d3cffd145fd.gif349.591In this video, I review the client portal roadmaps, which outline key steps in the transaction process. I walk you through accessing the portal, assigning roadmaps, and managing roadmap steps. It's important to familiarize yourself with these features, as they will help streamline our workflow. Please make sure to check out the helpful resources link for additional information.