Currently in English Translate to Chinese

Client Portal Services

Lloyds Business Brokers Client Portal access facility provides the complete online, real time line, reporting tool for clients to help review their Business Sale process. 

The key features of the Client Portal Online Data Room solution include:   

INTEREST

Registration of Interested Parties by Number, Date, Company, Prospect Name, Comments

MARKETING ACTIVITIES

Review Marketing Activity by Time Line, Platforms, Processes, Buyer/Blast, Buyer Research, and Advertising Budget spend 

ACCOUNT HISTORY

Review correspondence and feedback from Inspectors, and their Advisors concerning your business by Email, Broker Notes, Question and Answer History 

MY DOCUMENTS

Review the Information Memorandum, Tax P & L, Asset Lists, Depreciation Schedules and Documentation that is made available to Interested Parties 

MY INFORMATION

Review and edit your Contact Details, Internet Advertisement, and your information on our Data Base 

Lloyds Brokers client’s Online Portal Access benefits include: 

  • Secure encrypted access and password access for sellers
  • Full track, trace and report capabilities
  • Ensures global access to data 24 hours a day 365 days a year
  • Facilitates efficient flow of critical transaction information
  • Removes the logistical concerns of a paper data room 

As a Lloyds Brokers client you will have access to the Client Online Portal system simply by accessing the Lloyds Brokers Website and click on the Client log in the box located on the bottom left of the Lloyds front page type in your email/username and password supplied by your Lloyds Broker and review the Sale process at any time and any place in the world.