Documentation
The Barkr Client Portal, explained
Everything you can do in the portal, written down: claiming your account, sending assets for valuation, reading the price we come back with, and running a contract through its term.
Getting started
Set up your account, sign in securely, and find your way around.
- Welcome to the Barkr Client PortalWhat the portal does, who it is for, and the shape of the work you will do in it.
- Setting up your accountYour account is created for you. This is how you claim it and set your password.
- Signing inSigning in day to day, resetting a forgotten password, and what happens after too many failed attempts.
- Two-factor authenticationAdd an authenticator app to your account, and keep your recovery codes somewhere you can reach them.
- Your first weekThe welcome tour, the getting-started checklist, and what the portal will prompt you to do next.
Using the portal
The dashboard, notifications and your account settings.
Valuations
Submitting assets for pricing and tracking them through to a result.
- How a valuation worksThe full journey from a submitted asset list to an active contract, and every status along the way.
- Submitting assets for pricingCreating a submission, what each field asks for, and how to change one after the fact.
- Supporting documents and linksWhat to send us, which file formats we accept, and what happens to a password-protected file.
- Reviewing your pricingReading the valuation table once a submission is Ready, and what to do if a number looks wrong.
- Requesting a re-runBringing an Inactive submission back, with or without changing the asset list.
Contracts
Accepting pricing, signing, and managing a contract over its term.
- Accepting pricing and requesting a contractChoosing a term and a payment plan, and what Barkr does once you accept.
- Signing your contractHow the agreement reaches you, who signs first, and how to tell where it has got to.
- Managing an active contractFinding a contract, reading its details, and downloading the signed agreement.
- Adding or removing assetsAmending a live contract when the collateral behind the loan changes.
- Renewing a contractWhat happens in the final month of a term, and how to carry the cover forward.
- Cancelling a contractEnding cover early, usually because the loan behind it has been repaid.
Asset classes
Rules that apply to particular kinds of collateral.
Help
Terminology, and how to reach a person.