video1.0<iframe src="https://www.loom.com/embed/77f23cff7591457893c94e822978b06e" frameborder="0" width="1902" height="1426" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14261902Loomhttps://www.loom.com14261902https://cdn.loom.com/sessions/thumbnails/77f23cff7591457893c94e822978b06e-8068e9e77a930fb4.gif309.866This Loom explains how to set up and use BrokerPlus Portals to collect branded client information and documents securely in one place. It covers using existing templates and add-on packs, including sections for simple information fields, document uploads like notices of assessment, T4s, and letters of employment, and an in-platform signing section. The portal can be previewed before sending, uses a secure link so clients do not need to sign up, and can be branded with the brokerage name. The Loom also shows how joint applications can be handled by adding co-applicants and selecting what each borrower must provide, then viewing status updates as items are completed and uploaded.