Your logo, your colors, your domain. Clients see real-time dispute status, every letter sent, their funding readiness score, lender matches, and a two-way message thread with your team. Every action they take fires a trigger your CRM can react to.
Bureau-by-bureau status. Round number. Expected response date. No more 'where are we in the process?' emails.
Tracking numbers, delivery dates, scanned copies. Clients see proof of every dispute letter dispatched.
Secure two-way upload. Agency requests docs; clients drop them in. Every upload fires an automation event.
Live score with lender library matches filtered to their profile. Apply with one click — a funding_applications row lands in your CRM.
Notes, recordings, and booking. Clients self-book; your calendar gets a task.
Realtime thread. Inbound messages fire events your sequences can act on (e.g. auto-escalate after 24h with no agent reply).
Pay-by-link, invoices, outstanding balance — all in your colors. Paddle handles compliance.
CRM → Portal: assign tasks, request docs, send messages from a sequence. Portal → CRM: every client action emits a trigger event.