Choose a password to finish setting up your account. Minimum 8 characters.
Clients
Search, view, and manage borrower accounts.
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Loans
Search loans in Encompass and see which contacts have portal accounts.
Enter a loan number or borrower name and click Search.
Draft Applications
In-progress loan applications. Click any row for a quick view, or open the full application.
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Team Members
Manage who has access to this portal and their role.
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Analytics
Loan application activity at a glance. Updates every 5 minutes.
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Audit Log
Recent privileged actions taken in the team portal.
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Admin Settings
Design the borrower portal and the loan application without writing code.
Document Templates
You can edit the wording of the closing documents for all loans. Every change is checked against a sample loan, backed up, and recorded in the history.
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Version history
Each entry is a layout that was published to borrowers. Snapshots are kept for 90 days. Restoring a version writes it into the current draft so you can review and adjust before clicking Publish.
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Loan Application Builder
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Version history
Click a version to preview; Restore writes it back as the current draft (with auto-snapshot).
Changes save to a draft. Click Publish to push them live, or Preview draft to test first.
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Automatic Application Disclosures
When a borrower submits the loan application and agrees to electronic delivery, the 15 Application documents are sent to them for e-signature about 10 minutes later, one package per borrower pair. If something the documents need is missing, nothing is sent and the operations team, the loan officer and the processor get an email.
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Recent automatic sends
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Documents in each package
Email and Header Logo
Current logo
Replace
Click to upload a new logo
PNG with transparency recommended · Max 1MB
Where this logo appears
Every transactional email sent from the borrower portal (disclosures sent, chat notifications, document requested, etc.) uses this logo at the top of the navy header bar. Changes take effect immediately on the next email; no deploy required.
Overrides let you change the subject, recipients, or body of any automated email. The MoXi logo and email wrapper are not editable. Overrides save immediately when you click Save.
