The borrower portal provides customers with a simple, secure place to manage their loan online. Not only is this convenient for borrowers, it also saves time and money for the lender’s call center. The design focuses on clarity so borrowers immediately understand their current loan status and what actions are available.

Borrowers can:

• view their loan details
• make payments
• sign and review agreements
• reapply or refinance when eligible

Loan Dashboard

When borrowers log in, they are presented with a dashboard that highlights the most important loan information at a glance.

• Current Balance
• Next Payment Due Date
• Loan Status
• Payoff Amount

This allows borrowers to immediately understand where they stand on their loan without navigating multiple screens.

Payments

Borrowers can make payments directly through the portal using their saved payment method or by adding a new card or bank account.

• Make a one time payment
• View recent payment activity
• Update payment methods

Loan Documents

Borrowers can access their loan agreement and other documents directly from the portal at any time.

• View signed loan agreements
• Download documents for personal records
• Access updated agreements if loan terms change
• Upload documents

Refinance Opportunities

If a borrower becomes eligible, the portal can present refinance opportunities directly on the dashboard. This allows borrowers to request a refinance without completing a new application.

Providing refinance options through the portal helps lenders retain customers while giving borrowers a convenient way to access additional funds when appropriate.

Future Borrowing

For borrowers who no longer have an active loan, the portal provides a simple option to request another loan. This allows returning customers to start a new application quickly without re entering their information.