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Borrower Portal User Manual

Updated over 8 months ago

Loan Applications

To request new, review, and submit loan applications, navigate to the Applications tab.
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Loans

To view active and paid-off loans, navigate to the Loans tab.

On each loan, you can:

  1. View Loan Details

  2. Submit Rehab Draws

  3. View Payments made

  4. View & Download Loan Statements

Documents

In this section, all documents are shown. This includes documents requested by the lender as part of a loan application, an active loan, or outside of a loan as part of the onboarding process.

Account Management

Learn how to edit your personal and corporate information, change your password, and toggle between your entities.

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