The Customer Portal lets your borrowers check their own loan balance, total paid, and full payment history — without downloading any app or creating any account.
Each customer gets a unique ID when you register them. Share this with the customer.
Customer visits the portal page in any browser. No app download needed.
Customer enters their Organization ID and their Customer ID.
Instantly see loan amount, total paid, remaining balance, and recent payments.
The Customer Portal only shows data that the customer is entitled to see: their own balance and payment history. It does not expose other customers' data, agent information, or organization-level financials. Access requires both the Organization ID and the customer's unique ID.
Give them transparency — it's free.