Client Portal

Private client access is being prepared.

Secure accounts, application tracking and a document vault will launch here. Below is the honest status of every platform capability.

Sign-in unavailable

Until the portal launches, your advisor will manage your file directly.

Property search & filters
Browse and filter the curated portfolio
Live
Mortgage calculator
Monthly repayments, fees and upfront cash
Live
Secure sign-in
Private client accounts
Not yet connected
Application tracking
Follow mortgage and finance milestones
Not yet connected
Document vault
Encrypted upload of KYC and income documents
Not yet connected
Saved properties & searches
Shortlists synced across devices
Not yet connected
Enquiry delivery & CRM
Forms routed to advisors
Not yet connected
WhatsApp & calendar booking
Instant chat and live appointment slots
Not yet connected