I'm a mortgage broker, and having the ability to have all of my client information within this CRM would be incredibly time-saving. If I were able to request documents through the client portal I've given them, then being able to track what they have uploaded would save me having to do this through other applications. In addition, having an admin interface where I can track all client portals and documents uploaded from each individual. Then being able to easily download the documents they uploaded, so I can send them to lenders for the application.