Borrower Portal
What your borrower actually sees.
The outside-in experience: no jargon, no phone tag, no PDF email chains. Every status the team sees, translated into plain language and pushed the moment it changes.
Illustrative data. This preview shows a sample borrower file. These figures are sample data for demonstration — connect the vendor in Integrations → Credential vault to populate this from your live account.
Loan amount
$412,000
Conventional 30yr · 6.125%
Estimated closing
Aug 22
11 days out
Items needing you
2
1 upload · 1 signature set
Avg. reply time
4 min
Agent-assisted, 24/7
Your loan, step by step
Updated automatically — nothing to refresh
3 of 6 milestones complete
Application received
Conversational intake, 6 min
Credit & income verified
Xactus + Truv, instant
Appraisal ordered
Scheduled Aug 14, 10:00am
- In progress
Underwriting review
2 conditions remaining
Clear to close
Projected Aug 22
Signing & funding
RON e-close available
Signature queue
E-sign from any device
Loan Estimate (revised)
Due Today, 6:00pm · 6 pages
Intent to Proceed
Due Today, 6:00pm · 1 pages
Appraisal disclosure
Due Aug 13 · 2 pages
Every view, signature and download is written to the immutable audit ledger with a tamper-evident hash.
Documents
Drop a photo — the agent reads it in seconds
Sign in to upload real documents — files are stored privately and reviewed by the document agent on arrival.
Requested this week
- Paystub — July (2 of 2)Parsed in 3.1s · income matchedAccepted
- Bank statement — Chase ••441760 days · large deposit sourcedAccepted
- Homeowners insurance binderCoverage below loan amountNeeds attention
- Gift letter — donor signatureTemplate pre-filled, 1 tapWaiting on you
- 2024 W-2Cross-checked to 1040Accepted
Messages
One thread, whole team
Dana R. · Loan Officer
Appraisal is booked for Thursday at 10. Nothing needed from you before then.
You
Great. Does the insurance binder need to change before closing?
NexusMortgageOS Agent
Yes — your binder lists $340,000 dwelling coverage and the loan amount is $412,000. Ask your carrier to raise dwelling coverage to at least $412,000 and re-upload. I'll re-check it automatically.