Sharing the borrower portal

Give borrowers a secure, no-login link to their balance and history.

Updated June 13, 2026

Every borrower can have a secure self-serve view of their loan — no account, no app, no password.

How it works

On a loan, click Share Portal. NoteHarbor generates a signed link you send the borrower. They open it and see their balance, payoff quote, and payment history, with progress shown to one decimal place.

The signed token in the URL is the authentication, so the link works for anyone you send it to and expires after 30 days. Generate a fresh one any time.

The portal is a public route by design — that's what lets borrowers (who have no NoteHarbor account) open their link.

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Sharing the borrower portal · NoteHarbor Help