Use the client portal

The client portal is the secure page clients use to complete a document request.

What clients see

• The request title and message.
• The statement period and due date when available.
• A checklist of requested items.
• Progress showing how many items are complete.
• A Need help? message button for request-specific questions.

Submit an item

1. Open the secure request link.
2. Find the requested item.
3. Click Upload file or Replace file.
4. Choose the file from your computer.

The file uploads immediately after it is selected.

Add a note

1. Open the requested item.
2. Click Add note.
3. Enter the note.
4. Click Save note.

A client can submit a file, a note, or both. If they try to submit without either, CrankHQ asks them to upload a file or add a note.

Accepted file types

The portal accepts PDF, JPG, JPEG, PNG, DOC, DOCX, XLS, XLSX, CSV, and ZIP files up to 10 MB per file.

Locked requests

When a request is completed or cancelled, the portal is locked and clients cannot upload files or add notes.