Portals

Self-service for borrowers, investors and brokers.

Fewer calls and emails: the people you work with see what they need and send requests through a secure portal. Nothing changes until your staff approve it.

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Today

The problem

Borrowers phoning for balances and payout figures.
Investors emailing for statements and tax slips.
Brokers sending documents to the wrong inbox.

With Amortivo

What changes

Fewer routine calls and emails
Requests tracked, never lost
Your branding on the sign-in page

Feature guides

See how each part works

Borrower portal

A secure borrower portal for balances, payment history, statements and documents, payout statement requests, renewal responses and payment-method changes.

How it works →

Investor portal

A secure investor portal with positions, distributions, statements and T5 slips, new deal offers, renewal consent and dual-control banking changes.

How it works →

Broker portal

A broker portal for deal submission with duplicate checks, document upload by condition, deal status and fee payments.

How it works →

Features

What's included

Borrower portal

Loans, balances, payment history, statements and documents; payout statement requests, renewal answers and payment-method changes with step-up verification.

Investor portal

Positions, distributions, statements and tax slips; new deal offers, renewal consent and banking changes approved by two people.

Broker portal

Deal pipeline, document upload by condition, fee payments and new deal submission with a duplicate check.

Staff approval queue

Every portal request lands in one queue, is assigned and approved by staff, and is recorded on the file.

FAQ

Questions about portals

Is the portal secure?

Portal users sign in with a password and an emailed code, sensitive changes need step-up verification, and every request is approved by staff before anything changes.

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