Glossary entry
Customer portal
A customer portal is a self-service interface where applicants can apply, upload documents, track status, and respond to requests during onboarding or origination.
Category
Lending technology
Definition
Typical capabilities
- Save-and-resume application journeys
- Document upload and task completion
- Clear requests for information and next steps
Why it matters
Good portals reduce contact centre load and improve conversion by giving applicants clear visibility.
Related terms
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