Beyond a shared link, every borrower can have their own secure portal login.
Magic-link sign in
Borrowers sign in with a magic link sent to their email — no password to remember and nothing to install. They click the link in their inbox and land in their portal, authenticated.
What they see
Once in, a borrower can view:
- Their loan(s) — every note you service for them, in one place.
- Balances — current principal, escrow, and payoff figures.
- Payment history — every recorded payment with how it was applied.
- Statements — their monthly statements, ready to open or download.
Coming: online payments
The portal is built to accept online payments so borrowers can pay you directly from their loan view — rolling out as a portal upgrade.
White-label
On white-label plans, each account owner's portal can be skinned to look like their own bank or servicing company — your name, your logo — so borrowers experience your brand, not ours.
The magic link is tied to the borrower's email, so only the real borrower can sign in.