Client Success
Client Portal
Introduction to InvestorKit Client Portal
Discover the new InvestorKit Client Portal features designed to enhance your property investment experience and streamline communication.
Client Portal Training Videos
Learn to navigate the client portal, manage tasks, and utilise key features to become a Power User.
How do I add Related Contacts to a Clients Attio Record & Client Portal Workspace?
Learn how to add related contacts to a client record in Attio and invite them to the Client Portal workspace.
How do I access the Client Portal via Desktop?
Learn how to access the new client portal via desktop with easy login steps and troubleshooting support.
How do I download the Client Portal App?
Learn how to download the InvestorKit Client Portal app on Android and iOS and log in easily.
What are the Future Features coming soon for the Client Portal?
Learn about upcoming features for the Client Portal, including due diligence tools and cashflow insights for properties.
How do I share feedback about the Client Portal?
Learn how to provide feedback on the Client Portal, including reporting bugs and suggesting feature improvements.
How do clients get onboarded to the Client Portal?
Learn the client onboarding process for the Investorkit Client Portal after signing the Buyer's Agency Agreement and making payment.
How do I invite a clients partner to their workspace?
Learn how to invite a client's partner to their workspace with simple steps and important notes.
How do I stop impersonating a client?
Learn how to exit client impersonation mode in the InvestorKit portal for security and clarity.