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Referral & Onboarding Prototype

A clickable walkthrough of the end-to-end experience — from a WFG associate submitting a referral, to the client signing consent, to tracking their mortgage through to funding. Every screen below uses mock data and simulated APIs.

Access — Secure

Secure Sign-in

One-time passcode sign-in for clients and WFG advisors. Choose your role, receive a code, and continue to your portal.

For: Clients & WFG associates

Step 1 — Partner

WFG Referral Form

Multi-step intake a WFG associate completes to refer a client. Captures client details, mortgage need, and consent to share.

For: World Financial Group associates

Step 2 — Client

Disclosure & Consent

Personalized link the referred client opens to review disclosures and provide e-signature consent before their file is worked.

For: Referred client

Step 3 — Client

Know Your Client & Consent

Full intake questionnaire the client completes — mortgage needs, financial overview, self-assessment, applicant & co-applicant e-signatures, and the agent selection.

For: Referred client

Step 4 — Client

Mortgage Progress Dashboard

Live status tracker mirroring the Salesforce pipeline, with the assigned expert, outstanding tasks, and message history.

For: Referred client

Partner

WFG Advisor Dashboard

Progress view for the referring WFG associate to track each client they've referred through the mortgage journey — milestone updates only, no confidential financial details.

For: Referring WFG associate

Future Integrations (not wired)

  • • Salesforce — referral records & pipeline stage sync
  • • Twilio — SMS status notifications to clients
  • • Email service — disclosure links & milestone updates
  • • E-signature provider — legally binding consent capture
  • • Document storage — secure client upload & vault
  • • Auth — real OTP / SSO behind the prototype sign-in screen