August 9, 2021
The client portal is mobile! Clients can now download Shaker via iOS in the app store or Android in the Google Play Store. Clients who already have access to Shaker can simply download the app “Shaker Client Portal” and sign in.
When new clients receive their invite to the Shaker portal, they will now have instructions to download the app after creating their account.
Today you will notice a new look and expanded customization options on transaction timelines in Shaker. These changes will also be reflected in the new mobile app for clients
To customize global timeline settings, visit Settings > Timeline and choose your important dates. To customize an individual transaction timeline visit the Deal, open the timeline tab and select "Configure"
Questions - email support at firstname.lastname@example.org
October 10, 2022
October 22, 2020
November 9, 2021