Your Client
Lending Portal
Sign in to your private lending portal to securely share documents, review tailored proposals from our lender network, and follow every step of your financing supported by your advisor and our dedicated lending specialists throughout.
- Bank-grade security
- Lending specialist support
- Complete confidentiality
256-bit encrypted · First time here? Utilize the temporary password sent in your invitation to complete your registration.
Five steps. One clear path from inquiry to funding.
Once you sign in, you will see exactly where your financing stands, which step comes next, and what, if anything, we need from you to keep things moving. The specialists on our lending team coordinate with your advisor and handle the rest.
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01
Documents
Securely upload the items on your checklist. The specialists on our team reviews them and confirms the file is complete.
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02
Proposals
Compare tailored proposals from matched lenders side by side, with your advisor and our lending team on hand to weigh the terms.
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03
Underwriting
Your chosen lender reviews the details. Any follow-up documentation requests are added to the portal as you proceed to underwriting.
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04
Approval
Final terms are confirmed and closing documents are prepared and sent directly to you by the lending institution financing your deal.
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05
Funded
Funds are disbursed and our lending team confirms close. Your advisor stays at the center of the relationship throughout.
Download the Lending Journey Guide.
A short walkthrough of the portal and the process, so you know exactly what to gather, what each status means, and who to call with a question.
- Your document checklist, by financing type
- How to read and compare lender proposals
- Typical timelines from documents to funding
What to expect inside your portal.
- 01
- A personal checklistOnly the documents your financing actually needs initially to get to a term sheet.
- 02
- Proposals, not pressureReview lender proposals at your pace. Nothing moves forward until you and your advisor say so.
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- One place for every updateRequests, documentation, and milestones all live in the portal, with email alerts when something needs you.
Reach our lending specialist team.
Trouble signing in, a question about a request, or simply want to talk it through? We answer within one business day, usually much sooner.
Prefer to go through your advisor? They can be enabled to access and see your portal status and loop in your specialists at any time.