Investor Portal (Training)
- 06 Jun 2024
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Investor Portal (Training)
- Updated on 06 Jun 2024
- 1 Minute to read
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Outline – System Configuration – Optional Module: Investor Portal
- Investor Portal Guide - https://bryt-product-guide.document360.io/docs/investor-portal
- Activating/Enabling the Investor Portal
- Declaring a subdomain – this sets the borrower portal to a ‘live’ and functional state
- Portal title, Portal Support Text (message for borrowers to contact servicer directly for questions), Portal button colors (Hex codes only – Google ‘Hex Color Picker’)
- Enabling borrower portal modules: Account Settings, Personal Information, Investments, and Documents (If no modules are enabled then the portal will appear broken/empty)
- Sending Invite to Register and Deleting a user’s portal
https://bryt-product-guide.document360.io/docs/contact-portal
- Activating/Enabling the Investor Portal
- Optional – Investor's Perspective (Registration Process)
https://bryt-product-guide.document360.io/v1/docs/investor-portal-registration-investors-perspective - Optional – White-label custom domain option as a customization for a one-time fee of $200
https://www.loantrackingsoftware.com/customizations