Client Portal

We offer clients the option of having access to a client portal.

Some of the benefits include:

  • unlimited upload size allowing you to securely bypass file-size restrictions and eliminate e-mail bounce backs;
  • the ability to upload documents and forms to your electronic file. This means that you will always readily know which documents we have for your application and which documents remain outstanding;
  • the ability to collaboratively work on files and documents;
  • bank-level encryption in transit and at rest;
  • control over individual files and folders, download alerts and detailed activity reports; and
  • the ability to send encrypted messages.

The data servers are located in Canada.

If you are an existing client and you have elected to have access to a client portal then you can click here to sign in.