Borrowers help themselves — balances, statements and requests online.
Fewer "what's my balance?" calls. Borrowers sign in to see their loan, download statements and send requests — and nothing changes until your staff approve it.
What borrowers can do
Step by step
- Invite the borrowerFrom the loan or contact; they activate with a code.
- They sign in securelyPassword plus an emailed code.
- They self-serveBalances, statements and documents.
- Requests come to youInto the staff queue for approval.
What changes
- Fewer routine calls
- Requests tracked, not lost
- A modern experience for borrowers
Used by
- Borrowers
- Servicing staff
Capabilities
Loan overview
Balance, payments and maturity.
Statements and documents
Only what you share.
Payout requests
Completed when the statement is issued.
Renewal responses
Against the terms the borrower saw.
Payment changes
Step-up verified and staff approved.
Your branding
Firm name and logo on sign-in.
Questions about borrower portal
Can borrowers change anything directly?
No. Every request is reviewed and approved by staff before anything changes.
Works together with
Investor portal
A secure investor portal with positions, distributions, statements and T5 slips, new deal offers, renewal consent and dual-control banking changes.
Learn more →Broker portal
A broker portal for deal submission with duplicate checks, document upload by condition, deal status and fee payments.
Learn more →Payouts & discharges
Payout and discharge statements with accrued interest to the day, arrears, fees and penalty, per diem after the good-until date, and the split back to each lender.
Learn more →See your loan book in Amortivo.
A 30-minute walkthrough with your own scenarios — origination to investor payout.