What's Possible with the Client Portal?

1. Complete a Loan Application

Tired of filling out paper applications every time you need a new loan? With the client portal, paper applications are a thing of the past! Speed up the application process by filling out every application online. As soon as it’s submitted, we’ll have access to all the necessary information, so there’s no down time.

Client Portal Overview Screenshot 1-01

2. Review Current and Past Loans

You have full access to view your past and present loan details! Don’t remember when your loan will mature? Still need to provide documents, but don’t know which ones? Look no further! Nobody wants to be in the dark about their loan status.

Client Portal Overview Screenshot 2-01

3. Upload Required Documents

Upload your required documents all in one place. You can also review which documents have already been submitted and what’s been approved! 

Client Portal Overview Screenshot 3-01

4. View and Request Draws

View past draws and request a new draws inspection quickly and easily. Learn how to request a draw inspection.

5. Connect Your Bank Accounts with Plaid

Easily connect your bank accounts for quick transfers with Plaid. Learn more about the benefits of Plaid.
Client Portal Overview Screenshot 5-01

You're All Set!

Ready to get started using the Client Portal?

If you don’t know your username or password, please contact your local lending team for assistance.