Best way to receive and manage client applications
Release Notes 19.4

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. 

E-signature through the client portal

Request e-signatures from your Clust account using HelloSign.

Set up e-signature
Accept credit card payments online

Clients can now pay you securely using common credit cards (Visa, Mastercard, AMEX).

Connect payment module
Reminders customization

You can now customize the reminder email content and schedule when it should be sent

Try it out now
One-click application approval

You don't have to approve each an every document of your client applications. Just hit the 'Approve application' button!

Approve pending applications
Client portal color theme

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.

Customize your client portal
2 FA authentication

Protect your Clust account with a secure temporary code using the Authy 2 factor authentication feature.

Set up 2 factor authentication
Needs list design

Small icons make your list of required items more comprehensive for you and your team.

Check it out now
What's better
I am not concerned

You can hide the 'I am not concern' option for mandatory documents so client won't be able to skip these requirements. 

Try it out today
The 'returned' status for applications

A new status is available for you and your team. Whenever a client completes an application, it shows 'returned' in your dashboard. 

Check it out now
Tech team |
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