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What is the client portal portfolio page?
What is the client portal portfolio page?
Updated over 4 months ago

The Client Portal Portfolio section can be found in the left column of the page for easy access. This section provides clients with a clear view of their ongoing and completed mortgages.

Clients can use the 'Product Type' filter to quickly find and access specific cases that are either ongoing or completed. This feature allows clients to conveniently track the progress of their mortgages and access relevant information with ease.

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