Investor Portal (Training)
  • 06 Jun 2024
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Investor Portal (Training)

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Article summary

Outline – System Configuration – Optional Module: Investor Portal

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