Product

A Borrower Portal borrowers will use.

Give borrowers one clear place for payments, documents, and draw requests.

Apply for Financing See borrower financing pages
Borrower Portal
Welcome back, Oasis Development
Principal Balance
$2,450,000
Next Payment
$23,479
Due Apr 1, 2026
Next Payment
$23,479
Due Apr 1, 2026
Payment Setup
ACH Autopay
Auto-withdraw on the 1st.
Recent History
ACH Payment
Sep 1, 2026
$23,479
Cleared
ACH Payment
Aug 1, 2026
$23,479
Cleared
Requests & Uploads
Insurance certificate
Requested by servicing
Due Mar 28
Draw request
Invoices uploaded and under review
$185k

Handle borrower work in one place.

Replace scattered emails and attachments with a portal that keeps borrower actions structured from the start.

  • Reduce support tickets by making routine actions self-serve
  • Capture complete borrower submissions with files, dates, and notes attached to the loan
  • Keep payment and servicing activity synchronized with the ledger
Portal Navigation
Overview
Current balance, next due date, servicing status.
Payments
Autopay setup, one-time payments, payment history.
Loan Terms
Rate, maturity, property details, amortization.
Documents & Draws
Upload files, respond to requests, submit draw packages.

The Auto-Reconciliation Loop

Borrower Portal
Settlement Engine
Bank Clearance Alert
Payment Ledger
+$23,479 Reconciled
Prin: $18k | Int: $5.4k
Payment Ledger
Auto-Sync Active
BorrowerAmountMethodStatus
Oasis Dev LLC $23,479 ACH Autopay Reconciled
Sunscape Hold. $11,000 ACH Autopay Reconciled

Better borrower UX means less ops work.

When borrowers can self-serve, your team spends less time collecting information and more time moving loans forward.

  • Bank account setup and recurring payment scheduling
  • Automated ACH processing
  • Document requests and draw submissions connected to the loan
Full Experience

What the portal replaces for your team.

Instead of handling borrower activity across inboxes, shared drives, and spreadsheets, your team gets one structured workflow from request through resolution.
Payment Intake
Borrowers schedule or submit payments without calling your servicing desk.
Document Collection
Requests stay tied to the loan, with due dates and uploads tracked centrally.
Draw Management
Borrowers submit draw packages with context so review can start immediately.
Servicing Transparency
Loan terms and payment history remain visible, reducing repetitive borrower outreach.

Bank-Grade Infrastructure

256-bit Encryption
Role-Based Access
Audit Logs