Quiz for:
Client Portal Overview for Property Transactions

Question 1

How is the needs for repeated re-authorization during exchanges minimized?

Question 2

Which form must be completed using e-sign for document interaction?

Question 3

What is the purpose of the system-generated password in the client portal?

Question 4

What is a key step in handling issues such as court orders?

Question 5

What is the consequence of delayed document submission by clients?

Question 6

How are estate agents' interactions with the portal regulated regarding sensitive data?

Question 7

What is the system's function post-completion?

Question 8

How are contract packs reviewed during the purchase process?

Question 9

How does the client portal assist in the final preparation for a mortgage?

Question 10

What happens after the exchange process is completed?

Question 11

What feature of the portal ensures confidentiality of GDPR-related data?

Question 12

What does the system do when issues are flagged?

Question 13

What are the three stages of indicator colors in the sale process?

Question 14

What tool do clients use to complete ID checks?

Question 15

What must clients agree on with agents before completion?