Partner portal
Referral partners work the book from the shared partner portal. The layout is the product layout. The name and logo are yours.
Portals
Three doors. One layout.
Partner, lender, and client portals stay on this CRM host. Each one uses the shared screens, with your company name and logo.
Lender portal
Lenders you add see the files you send them. Their screen is the shared lender portal, restyled with your brand only.
Client portal
Applicants come back here for status, document requests, and the rest of the file after they submit.