Not so long ago you received for the first time a Clust client application. And you're wondering what to do? 

I am here to walk you through your application.

1. What is Clust ? 

Clust is a secure document collection and client portal service. It allows professionals (like the Requester which name is displayed on your portal) to gather documents and information from their clients in a secure way.

2. Why did I receive this application?

You probably received a client application because you applied for a service provided by your requester:
A loan or rental application for example?
The Requester is a member of the Clust community which gathers modern professionals who care about their customers' experience and data privacy.

It is safe for you to use Clust.

 

3. What do I need to do now?


Chances are that your Requester shared instructions through the portal, we encourage you to read carefully this information.

  • Share the required information and documents

From the main screen you'll be able to share your documents with the requester in a secure way. You can also access the secure portal from your mobile phone and take pictures of the required documents. 

Also take the time to read generic information available on the 'information' tab.

🔔 Specific instructions for each document is available directly under each required document. 

  • Make sure you've completed your profile

A pop up appears when the Requester has created a dynamic list based on your specific situation.
Make sure you tick everything that applies in your situation to display the perfect list of required documents.

  • Check additional instructions

Hover your mouse over each icons to see if a document is mandatory, read additional instructions or mark a document as not applicable to your situation.

  • Send messages securely

Head over to the Messages tab and send your questions securely from your portal.


Having a technical problem or an idea?

If something is wrong with your portal (doesn't display correctly or there is a bug) or you just want to say hi or share an idea, send us a message at [email protected]

If you have any question about your current application process, send a message form your portal.


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