What branding will appear for my clients?
Within Transaction Review, your name, your firm's name, and your firm’s branded logo will appear as long as you are on a paid product tier. If you are on a free tier, only your name, your firm's name, and your profile image will appear.
What can I customize?
You can customize the name and logo that you present to your clients. In addition, your custom information will be included in all Client Portal Interactions.
What emails are sent to my client, and when?
Emails are sent to a client after you have clicked on the “Send to Client” button. Here’s an example of what your client will see. Please find more information on Client Interactions here.
