Borrower Management Portal
TEAM PORTAL
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Admin
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Access the MoXi team tools.
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Choose a password to finish setting up your account. Minimum 8 characters.
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Clients
Loans
Team Members
Audit Log
Clients
Search, view, and manage borrower accounts.
+ New Client
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Loans
Search loans in Encompass and see which contacts have portal accounts.
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Enter a loan number or borrower name and click Search.
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Team Members
Manage who has access to this portal and their role.
+ New Team Member
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Audit Log
Recent privileged actions taken in the team portal.
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