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Working with borrowers
What borrowers see when they tap their link
The borrower portal is built phone-first and passes the "a 60-year-old completes this without calling" test:
- A checklist with your firm's branding, sorted into Still needed → Being reviewed → Done, with a progress bar.
- Every item has a plain-language "What's this?" explainer (where to find the document, what to include).
- Uploading = tap, take a photo or pick a file. Phone photos are fine — the AI reads them.
- An "Upload everything" box at the top: borrowers can dump their whole folder and the AI files each document into the right slot.
- The same link is their status page — they can come back anytime to check progress.
If your team rejects a document, the borrower sees your exact reason on the checklist plus an email with an "Upload a new copy" button.