Your brand, end to end
Give borrowers, investors, and referral partners a modern self-service experience that looks like you built it — on built-in mylendicity.io hosts or your own domains, with your logo, colors, and email identity.
End the “what’s the status of my loan?” calls
A borrower 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.
- Online application wizard with auto-save
- Document upload + AI bank-statement reader
- Self-service payments, construction draws & payoff quotes
- Live loan status, amortization & secure messaging
From application to funding — without the phone tag
What a borrower does in the portal from first click to payoff.
- 01
Apply in minutes
A five-step application captures purpose, property, borrower profile, and income docs — auto-saving as they go. On submit, Lendicity matches the borrower to your eligible loan programs.
- 02
Upload & verify docs
Borrowers get a program-specific checklist and upload right from the portal. The AI statement reader pulls balance, rate, and payment off a mortgage statement so nothing is re-keyed.
- 03
Track the loan live
From pre-approval through funding, borrowers watch the loan move stage by stage, see exactly what’s blocking the close, and message your team securely — no status calls.
- 04
Pay & draw
After funding, borrowers pay online and see full history. Construction borrowers request draws by phase against their budget, with each request landing in your queue.
- 05
Request a payoff
A self-serve calculator quotes principal, per-diem interest, and any prepayment penalty through a chosen date — then submits the payoff request straight to your servicing team.
Raise capital — and keep it
Two-thirds of investors concentrate new commitments with managers whose reporting and onboarding experience is best. A polished portal doesn’t just retain capital, it grows it — from onboarding through every distribution.
- Guided KYC, accreditation & suitability onboarding
- Portfolio, distributions & a self-serve tax center
- Wire instructions, maturity calendar & deal alerts
- Automated, audit-ready investor reporting
Publish deals investors can actually fund
Every loan you originate can become an offering in your branded marketplace. Investors browse and filter live deals, open a full deal page, and commit — turning your borrower pipeline into a capital-raising engine that lives in the same system.
- Filter by return, LTV, grade, property type, lien & term
- Deal pages with property, terms & risk/mitigation factors
- Fractional participation — many investors per loan
- Funding progress tracked live against the target raise
From a published deal to a distribution
The full loop, from turning a loan into an offering to paying investors back.
- 01
Publish a deal
Turn any loan into an offering: set the target raise, minimum and maximum investment, target return, term, grade, and lien. Lendicity pulls in the property snapshot and LTV automatically.
- 02
It lists in your marketplace
The offering appears instantly in your white-labeled investor marketplace, where investors filter by return, LTV, grade, property type, lien, term, and loan purpose.
- 03
Investors review & commit
Each deal page shows the property, loan terms, an anonymized borrower profile, risk and mitigation factors, and your DRE / Reg D disclosures — then they commit an amount.
- 04
They e-sign & fund
A guided flow e-signs the LPDS, risk acknowledgments, and subscription agreement, then funds by ACH or wire. Non-accredited investors are automatically held to their suitability cap.
- 05
You reconcile & distribute
Track every commitment against the raise, reconcile wires at closing, then batch principal-and-interest distributions — portfolios, statements, and tax docs update on their own.
Give referral sources a front door that does not expose your CRM
Brokers, agents, attorneys, and other referral partners can submit deals, track status, message your team, and see commissions from a narrow branded portal. Your team keeps control of the internal loan record while the partner sees exactly what they need.
- Submit-a-deal form for borrower, property, amount, and timing
- Referral pipeline tied to partner records in the CRM
- Secure partner messaging without internal CRM access
- Paid and pending commission ledger
It looks like your product, because it is
Every tenant gets built-in borrower, investor, and partner hosts on mylendicity.io. On Scale, attach verified custom domains per portal.
Your logo & colors
Upload your logo and brand color; borrower, investor, partner, and embedded form surfaces adopt them instantly.
Your email identity
Transactional emails send from your name and reply-to — external users never see Lendicity.
Your compliance
Per-org DRE, Reg D, privacy, and portal disclosures render automatically where each workflow needs them.
Everything your borrowers can self-serve
The fewer reasons they have to call, the more loans your team can run.
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
Everything your investors get
A modern capital experience — from first commitment to tax season.
KYC & accreditation
Guided, compliant onboarding
Suitability
Auto investment-cap calc
Offering marketplace
Browse & filter live deals
Invest flow + e-sign
Commit, sign, fund
Portfolio tracking
Holdings + returns
Distributions
Payout history + export
Tax center
1099-INT + statements
Wire instructions
Encrypted funding details
Maturity calendar
Upcoming maturities
Deal alerts
Criteria-matched offerings
Everything your partners can self-serve
A focused workspace for referral sources, brokers, and other deal partners.
Put your brand in front of every borrower, investor, and partner
White-label portals are included on Scale. Start setup and add custom domains when you are ready.