Choose a loan from the dropdown above to view its dashboard, draws, covenants, and documents.
Draw requests will appear here once a loan is selected.
Your covenant requirements and compliance deadlines will appear here.
Upload and manage loan documents here.
You're all caught up. Alerts about draws, covenants, and issues will appear here.
Enter the original reserve amount and current balance for each.
Add loan covenants that need to be tracked. You can always add more later.
Add borrower and lender contacts. After saving, they'll receive a branded welcome email to set their password and access the portal.