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Customer portal overview

A quick guide to LoanPro's customer portal.


In addition to our legacy customer-facing website, LoanPro also offers a customer portal. The customer portal is a seamless, out-of-the-box tool that allows borrowers to view their data and self-service their accounts. It’s integrated with LMS and Secure Payments, giving customers real-time access to statements, payments, documents, and other important information.

The portal is ready to deploy with only minimal changes, like updating the theme to match your colors, logo, and branding.

Log in to view the demo below.

 

 

Highlights

The portal offers a wide range of features for your borrower, from standard account management tools to advanced financial analysis:

Features
  • View account details
  • Make a payment
  • View payment history
  • Update payment methods
  • Enroll in AutoPay
  • View and download statements
  • Change password
  • View collateral information
  • View account statistics and analysis
  • Make a single payment for multiple accounts
  • Upload documents
     

Setup

To set up your own customer portal, reach out to your regular LoanPro contact (either to the customer success team if you’re already using LoanPro, or the sales team if you’re not yet a client). They’ll be able to kick off the process of configuring and launching your portal, as well as customizing it to match your branding and setting up single sign-on (SSO) for added security.

A portal can typically be configured and launched in about three weeks.
 


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