Partner Features
Tools designed for professional workflows - built on top of your clients' household records.
A dedicated workspace for each client with organized access to their household record, items, evidence, and valuations. Everything you need in one place.
Access client-consented documents, photos, and records. Download evidence libraries and structured exports for your workflows.
See where client insurance coverage may fall short based on documented items and their estimated values. Proactively address gaps.
Track client engagement, documentation progress, and portfolio-level insights across all your managed households.
Add team members to your partner organization with role-based permissions. Assign clients to team members and manage workload.
All client data access is consent-based and audited. Clients control what you can see, and every access is logged.