Client Portal
Household
Account holders and family members on your build
On the contract
WH MH
Will and Mara Henderson
Joint borrowers · both signers
Active
Account holders
WH
Will Henderson · you
[email protected] · primary
Owner
MH
Mara Henderson
[email protected] · spouse
Co-owner
LH
Lena Henderson
[email protected] · daughter, view only
Viewer
Trusted advisors
Caroline Webb · CPA
[email protected] · receives tax-relevant documents
Viewer
Invite someone to the build

Invitees receive an emailed link to set up their account. Co-owners can approve selections and sign change orders.