A
Borrower Portal
Borrower Portal Access
Welcome back
Borrower Portal Access
Welcome back
Visible to the borrower in their portal.
Internal notes — never shown to the borrower.
Status updates automatically after form submission webhook sync.
Make sure everything is correct. Once you're ready, click Sign Application below to add your signature.
This to-do is no longer editable.
Your Track Record has been submitted and is currently being reviewed.
Download submitted fileThis to-do is no longer editable.
Pick one — you can switch later if you change your mind.
Your Rent Free Letter has been submitted and is currently being reviewed.
Download submitted fileThis to-do is no longer editable.
Provide the contact details for the title company or settlement attorney handling your closing. We'll reach out to them to coordinate the rest of the closing process.
Settlement agent contact submitted and currently being reviewed.
Visible to the borrower in their portal.
Internal notes — never shown to the borrower. Comments left in the "Comment to staff" send-back input on the Condition Review modal also land here.
This to-do is no longer editable.
Fill in the information below. Once you've completed the form and agreed to the Credit Authorization & Payment Terms, click Continue to Sign to review and sign the generated authorization document.
We use Square to securely process your card. Card details are entered directly into Square's secure form below — they never touch our servers. You'll receive an emailed receipt after the charge succeeds.
✓ Payment received —
Visible to the borrower in their portal.
Internal notes — never shown to the borrower. Comments left in the "Comment to staff" send-back input on the Condition Review modal also land here.
Pick one — you can switch later if you change your mind.
This to-do is no longer editable.
Internal notes — never shown to the borrower.
Visible to the borrower in their portal.
Internal notes — never shown to the borrower.
Provide the contact details for the title company or settlement attorney handling your closing. We'll reach out to them to coordinate the rest of the closing process.
Your Settlement Agent contact has been submitted and is currently being reviewed.
Visible to the borrower in their portal.
Internal notes — never shown to the borrower.
Your Settlement Agent contact has been submitted and is currently being reviewed.
Visible to the borrower in their portal.
Internal notes — never shown to the borrower.
Signed VOR is currently being reviewed.
Download signed VORVisible to the borrower in their portal.
Internal notes — never shown to the borrower.
Visible to the borrower in their portal.
Internal notes — never shown to the borrower.
Visible to the borrower in their portal.
Internal notes — never shown to the borrower.
Visible to the borrower in their portal.
Internal notes — never shown to the borrower.
Signed VOR is currently being reviewed.
Download signed VORVisible to the borrower in their portal.
Internal notes — never shown to the borrower.
Your Track Record has been submitted and is currently being reviewed.
Download submitted fileVisible to the borrower in their portal.
Internal notes — never shown to the borrower.
Your Track Record has been submitted and is currently being reviewed.
Download submitted fileVisible to the borrower in their portal.
Internal notes — never shown to the borrower.
Your signed Rent Free Letter has been uploaded and is currently being reviewed.
Download submitted fileVisible to the borrower in their portal.
Internal notes — never shown to the borrower.
Your signed Rent Free Letter has been uploaded and is currently being reviewed.
Download submitted fileVisible to the borrower in their portal.
Internal notes — never shown to the borrower.
Visible to the borrower in their portal.
Internal notes — never shown to the borrower.
Visible to the borrower in their portal.
Internal notes — never shown to the borrower.
Your Settlement Agent contact has been submitted and is currently being reviewed.
Visible to the borrower in their portal.
Internal notes — never shown to the borrower.
Signed VOR is currently being reviewed.
Download signed VORVisible to the borrower in their portal.
Internal notes — never shown to the borrower.
Your Track Record has been submitted and is currently being reviewed.
Download submitted fileVisible to the borrower in their portal.
Internal notes — never shown to the borrower.
Your signed Rent Free Letter has been uploaded and is currently being reviewed.
Download submitted fileVisible to the borrower in their portal.
Internal notes — never shown to the borrower.
Status updates automatically after form submission webhook sync.
Internal notes — never shown to the borrower.
Visible to the borrower in their portal.
Internal notes — never shown to the borrower.
Visible to the borrower in their portal.
Internal notes — never shown to the borrower.
Pick from your existing Selective Conditions or create a new one if you don't see what you need.
Apply a new to-do to this loan. Pick whether the borrower uploads a file or visits a link, and optionally save it as a reusable Selective Conditions record for future loans.
Apply a Letter of Explanation to this loan. Choose who fills in the body.
Choose which borrower(s) and broker(s) should see this to-do. At least one is required.
Review and optionally tweak this selective condition before applying it to the loan. Edits affect this application only — the saved record isn't modified.
Write the body of your Letter of Explanation. The portal will format it into a finished letter you'll sign on the next step.
By signing, you certify that the information in your loan application is true and complete to the best of your knowledge.
Comments