Great news this month. Check out without further due 9 new highly requested features already available in your account to supercharge your processes and client portal.
Request e-signatures from your Clust account using HelloSign.
Clients can now pay you securely using common credit cards (Visa, Mastercard, AMEX).
You can now customize the reminder email content and schedule when it should be sent.
You don't have to approve each an every document of your client applications. Just hit the 'Approve application' button!
You could customize your client portal background, you now can add a specific color to the section and icons. Just add the hexadecimal code of the color you want.
Protect your Clust account with a secure temporary code using the Authy 2 factor authentication feature.
Small icons make your list of required items more comprehensive for you and your team.
You can hide the 'I am not concern' option for mandatory documents so client won't be able to skip these requirements.
A new status is available for you and your team. Whenever a client completes an application, it shows 'returned' in your dashboard.
