Example dashboard. A made-up firm and made-up clients. Nothing you do here is saved.Back to the partners portal

Support access

How Mortgage Collective checks progress and fixes problems, without seeing your clients' data.

Last updated 09:34Refresh
Limited support

Mortgage Collective can check progress and fix common problems

It can't open your clients' files, emails or the database. Full access is off.

What support access means

Limited support, always on

We can check progress, see error details with client details removed, and restart or resume the work. We can't open your clients' files, emails or the database.

Full access only when you allow it

For a problem that needs more, your staff can allow full access for 2 hours or a day. It goes back to limited support by itself when the time is up.

Everything is logged

Every support command we run, and every change to full access, is listed below and in the Activity log.

History

WhenWhatWho
Mon 12 Oct 10:02Approved the runpractice.manager@example.com
Mon 12 Oct 09:50Email folders left out: 1Mortgage Collective