Table of Contents
Introduction: #
Hi! In this video, I will show you how to check the application records stored on your agent portal.
Step:1 Access the Agent Portal #
- Click on the “Agent Portal” tab to enter the agent portal.
- Once there, click on “Client Records“
Step:2 View and Download Client Records #
- All records of clients who submitted surveys or applications will be available here.
- You can download individual records using the download option, or download all records by clicking on the “Download Excel” tab.
- This will download all the leads in an Excel file.
Step:3 View Client History #
- To see a client’s history, click on the relevant tab.
- You can view details such as the number of times they submitted the survey, along with the date and time.
- Click on “Activity” to see the client’s journey through the survey, from the start page to the end page.
- All historical data will be displayed here.
Step:4 Consent Forms #
- Check the PDF consent links, including the agent consent form and the application review consent form, which clients submitted during the application process.
- All consent forms can be found in a single tab.
- View all activities and records for your clients.
Step:5 Update Personal Information #
- In the “Settings” tab, update your personal information as needed.
- To update your agency details, click on the corresponding tab and make changes.
Step:6 Manage Calender and Survey Links #
- Update or change your calendar link in the “Appointment Settings” tab.
- Copy and use your survey link as needed; opening it in a new tab will display the application survey.
- View all activities and records for your clients.
- Here is your survey link. You just need to copy the survey link.
- And if you open a new tab, the survey will pop up in the application survey.
- So you just see that everything is on a single page.
- You can edit your settings and all the stuff here.
