How can I resend the Client Portal link to my Client
Resending the Client Portal Invitation link is a great option if clients:
- Experiencing an issue with the portal
- Have changed their email address
- Can't find the initial email
Step 1: Cancel the Reprice
Brokers can cancel a reprice at any time. To do this, click Reprices > In progress > Find the client and click the X button. See below.
Step 2: Manually Trigger the Reprice
In the Clients section on the left hand nav panel, use the search function to find the client and click the reprice button in the right-hand side actions menu. See below.