Client portal · Australia
A client portal that fills the file for you.
Stop chasing documents over email. Clients answer once and upload to their own file, under your brand.
From invitation to a complete file.
The portal is part of the client record, so what a client provides is already where you need it when you start the application.
Invite
Send a branded portal invitation from the client record
Questionnaire
The client answers once, in their own time
Upload
Documents arrive on the file, not in an inbox
Read
Key details such as expiry dates are read from uploads
Why it matters
Enquiries go cold in the inbox.
For a solo agent, the week disappears into follow-up and onboarding. The portal moves that work to the client. Our guide ongoing from enquiry to client without admincovers the rest of the system.
Documents and dates also sit behind agent compliance. Seetracking every date that matters.
See the full migration deskClient portal: FAQ
What agents ask about the portal.
What is a client portal for migration agents?
A secure place where a client answers questions and uploads documents straight to their file, instead of sending them by email. Centrio includes a branded portal on every plan.
What can clients do in the portal?
Complete the questionnaire you send them and upload the documents you ask for. What they provide lands on their client record.
Are uploaded documents read automatically?
Uploaded documents are read for key details such as expiry dates, so the file fills itself instead of being chased over email. Check what was read against the document before you rely on it.
Does the portal work for education agents too?
Yes. The education desk and the migration desk share one client record, so a student's portal answers carry across to any later visa matter.
Get started
Invite one client.
Set up your account in minutes and send a portal invitation to a test client. No credit card to start.