Start
Pick how you want to try it
Default path is the main public link. Or jump into a specific experience configuration - the same menu brokers can point at in a sales chat.
Default client path
This is what the homepage button uses - your “main” website enquiry public link.
Or try a specific experience
Just the paperwork, thanks
Docs only
Client lands, uploads the docs you care about, and gets out. Perfect when you’ve already had the chat and just need evidence.
Try Docs onlyThe classic story, no attachment drama
Fact find only
Clients walk through the fact find experience without a docs ask bolted on. Clean intake when documents come later (or via another channel).
Try Fact find onlyThe whole burrito
Docs and fact find
Fact find plus documents in one sitting. This is the “client did everything before the appointment” dream.
Try Docs and fact find