Lender CRMLendicity AIStatement reader + intelligenceLead pipelineDrag-and-drop board with stage gatesUnderwriting & closingDecisions, e-sign & 8-step closeLoan servicingPayments, collections, payoffsCompliance & auditDisclosures, rate locks, retentionInvestor marketplacePublish deals investors fundMarketing OSAI creative + governed ad opsIntegrationsEncompass, MISMO, verificationsReports & analyticsSix reports, CSV exportLead captureEmbed form + UTM / click IDsPortals & embedsBorrower portalSelf-service for your borrowersInvestor portalRaise & retain capitalPartner portalReferrals, deals, commissionsCustom domainsBuilt-in + verified white-label URLsEmbeddable lead formsOne script tag, full attribution
Pricing
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Borrower portal

End the “what’s the status of my loan?” calls

A white-label self-service portal is the single highest-ROI tech investment for a lender servicing more than 20 loans — it removes the three highest-volume calls: balances, payment confirmations, and statements.

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9:41portal.yourbrand.com
Lendicity.
My loan
HL-2026-0188Active
Balance
$472,310
APR
10.25%
Next due
Jul 1
Payoff Draws
AI read your statement — fields prefilled
HomeDocsPaymentsMore
Borrower journey

From application to payoff

  1. 01

    Apply in minutes

    A five-step application captures purpose, property, profile and income docs, auto-saving as they go.

  2. 02

    Upload & verify

    A program-specific checklist plus an AI statement reader that pulls balance, rate and payment off a PDF.

  3. 03

    Track the loan live

    Watch the loan move stage by stage, see what’s blocking the close, and message the team securely.

  4. 04

    Pay & draw

    Pay online with full history; construction borrowers request draws by phase against their budget.

  5. 05

    Request a payoff

    A self-serve calculator quotes principal, per-diem interest and any prepayment penalty, then submits the request.

Self-service

Everything a borrower needs

Fully branded as you, on any device.

  • Live loan status & amortization
  • Construction draws by phase
  • Per-diem payoff calculator
  • Secure messaging with the loan team
portal.yourbrand.com
Loan HL-2026-0188Active
Balance
$472,310
APR
10.25%
Next due
Jul 1
Payment HistoryRequest PayoffConstruction Draws
AI read your statement — fields prefilled
In the portal

Built for borrowers

Loan dashboard

Balance, rate, maturity at a glance

Application wizard

Five steps, auto-saved

AI statement reader

Auto-extract from a PDF

Document upload

Program-specific checklists

Self-service payments

Pay online + full history

Construction draws

Request draws by phase

Payoff calculator

Live per-diem quote

Secure messaging

Talk to the loan team

Works with the rest of Lendicity

One platform, not nine tools

AI

Lendicity AI reads borrower statements, prefills applications, and ranks refi-ready opportunities across your funded book — so your team spends its time on deals, not data entry.

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Lead capture

Drop one embeddable form on your website and leads land in your pipeline already attributed — so you can trace a funded deal back to the exact ad and stop guessing what your spend bought.

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Investor portal

A modern, white-label investor experience from onboarding through every distribution. Two-thirds of investors concentrate new commitments with the managers whose reporting and onboarding feel best.

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Run your whole lending operation in one place

Start setup, choose a plan during onboarding, and be live on your own pipeline this afternoon.

Start setupSee pricing