Solutions
Borrower document intake for lending teams
Portezza is the document portal for lenders who need borrower packets completed quickly and tracked without chasing.
- Request pay stubs, bank statements, W-2s, 1099s, and ID documents with a clear checklist.
- Track received versus missing across the loan packet without spreadsheets.
- Keep all borrower uploads tied to a single loan request.
Borrower packets stall when documents are scattered.
Portezza keeps each loan request in a single portal link so teams can see what is missing and move files through underwriting faster.
- One checklist for each loan request
- Clear received versus missing status
- A single link borrowers can finish
Documents lenders collect every week
Keep each loan file complete in one place.
- Pay stubs and income verification
- Bank statements
- W-2s and 1099s
- Photo ID documents
- Signed disclosures
Highlights
Why lending teams use Portezza
Faster borrower packet completion
Fewer follow-ups across underwriting
Clear visibility into the loan file
Workflow
A clean intake path for loan files
Build a loan checklist
Send one portal link
Track progress in one view
What lending teams get
- Borrower packets completed faster
- Clear accountability across the loan file
- Fewer document chases in underwriting
Most CPAs choose Pro. Firms with staff choose Enterprise. View pricing
Common questions
Can we use this for multiple loan types?
Yes. Create separate checklists for each loan scenario.
Do borrowers need logins?
No. Borrowers use a secure link and a clear checklist.
Ready to see Portezza on your workflow?
We will map your intake process and show the portal flow in under 15 minutes.