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Agent Portal - V3!


We are excited to officially announce the release of our Agent Portal V3! Now your agents can do more than ever to interact with your consumers through our Propensio solutions. The new portal opens up some exciting new features. As always, agents can still create e-docs to be securely delivered to consumers in real time. They can also still create, deploy and obtain digital signatures on documents and agreements to execute deals with a single phone call. However, we have dramatically enhanced these features to allow agents to communicate via text and e-mail as well. With our new lite work card, the agent can see relevant account information, take payments, setup payment plans or settlements, help consumers manage their payment methods and take full advantage of these new communication options.

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