Frog Financial Management provides a free Portal service for all of our clients, which is a secure encrypted environment, to safely share documents and personal information.
In order to assess your mortgage requirements, we require you to share your personal information with us. The Portal allows you to upload your personal documentation to a secure, encrypted site that only yourself and Frog Financial Management has access to.
Portal access
First, please read the Guide to Your Portal, as it gives you the guidance you will need to get started and how to successfully provide and scan your documents.
You don’t have to use Your Portal to supply the documentation if you choose not to, this is your choice. You can provide the documents over email, or via post should you wish, but this is not a secure environment to do so.
However, we need you use the Portal to:
- Complete the online the Fact Find in full.
- Retrieve your online Equifax credit report – this auto-populates parts of the fact find.
- Complete electronic ID verification checks.
We are sure you will find it straightforward to use the Portal, making things simpler, so you can get on with your life sooner!
