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      Contact - Portal
      • 21 May 2024
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      Contact - Portal

      • Updated on 21 May 2024
      • 1 Minute to read
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      Article summary

      The Contacts Portal tab is where you can manually send a borrower portal invite link so that borrowers can register for their borrower portal account.

      Required: Borrower Portal add-on module, or the Investor Portal add-on module. 
      - You'll need to ensure that the Contact has an email (receiving address) and your company email is set up (to have a sending address). 

      Update: If you have both the borrower and investor portal enabled, you'll see the following:

      Otherwise, if you only have one module enabled you'll see only one 'send portal invite link' which would reflect an invitation to either the 'borrower' or 'investor' portal.


      This is useful in the event your borrower ever wants to change the email address associated with their account. 

      If a borrower already has an account registered, you'll have the option of deleting the portal account yourself. To do this, simply navigate to the desired contact, go to the Portal tab, and click on the '(delete portal account)' blue hypertext link. 

      You'll be prompted with a dialog box asking 'Are you sure you want to delete this portal user?' and you click on 'Yes' to delete the portal user account. This reverts the contact's borrower portal state to the first image in this guide. 



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