How to add joint clients with a shared email address

Smartr365 requires that each applicant has their own email address. This is necessary in order for clients to access the client portal and upload their fact find information and documentation.

Smartr Suggests

It is highly recommended that you ask your client to create an email address if they do not already have one. This will enable your client to access the portal, complete the fact find, and view their documents. Having an email address is also beneficial because it allows both applicants to enter their own information.

Workaround Prerequisites 

There are a few prerequisites to keep in mind when using the workaround:

• If clients share an email address, they will not be able to log into the platform separately. Each client should have their own unique email address.
• Documents attached to both applicants will not receive an acknowledgement stamp unless both clients acknowledge them. This means that if only one client acknowledges the document, it will not be considered acknowledged.
• There is no direct way to email applicant 2. Communication with applicant 2 will need to be done through other means, such as phone or in-person.

If your client does not want to make an email

In the event that your clients share an email address, we recommend using a workaround. You can copy the shared email address and add "NOEMAIL" to the end of it. Additionally, you can add your business email domain at the end to ensure the email remains secure.