Borrower Portal

The portal connects loan data and files from the digital application, loan origination system, order management solution, and the service provider platform – FirstClose Gateway. In a nutshell – the portal simplifies interactions between the borrower, your providers and you.

The portal is driven by the loan number assigned from the LOS. Once the loan file is created, you have the ability to invite the borrower to their own, secure portal – branded to you!

The secure portal allows borrowers to easily manage their journey by addressing any requirements and conditions of the transaction. They can complete their initial disclosures and as the loan moves through the lifecycle, the portal helps borrowers keep track of their “To Do’s” and upload documents such as insurance policies or tax returns. Once uploaded to the portal, all documents are then made available in the LOS as the system of record.

As soon as the loan is clear to close, it triggers a notification to your borrower that they can schedule their closing. Once closed, your borrower has access to all signed loan documents.