Feature walkthroughs
Collecting documents through the client portal
How to request, receive and organise client documents without chasing by email or phone.
Most broker desks lose hours every week asking for the same documents twice. The client portal in Xova turns that loop into a checklist that clients can see, complete and return in one place.
Request only what the file needs
Document requests are tied to the deal and the stage it is in. A client never sees a generic list. They see the exact items their case needs right now.
- Requests are generated from the workflow stage, not typed manually.
- Each item has a plain-English description and a due date.
- Clients upload against the request, so files land in the right place.
Let the portal do the chasing
Automatic reminders go out on a schedule you control. They are polite, specific about what is missing, and include a direct link back to the checklist. Your team only steps in when a human nudge is genuinely needed.
Review and approve in one place
Uploaded documents appear against the request they satisfy. If a version is wrong or incomplete, mark it for re-submission with a note. The client sees the feedback in the same thread.