Admin & Loan Officer Portal
Managing loan applications, pipeline, and team operations in the LoanForge portal.
Admin & Loan Officer Portal
The Portal is where lending professionals manage the full lifecycle of loan applications — from initial review through funding.
Portal Features
- Dashboard — At-a-glance metrics, recent activity, and pipeline summary
- Pipeline Management — Kanban-style pipeline with drag-and-drop status updates
- Application Review — Deep-dive into borrower applications with all collected data
- Conditions Management — Track and clear underwriting conditions
- DSCR Calculator — Real-time debt service coverage ratio calculations
- Scorecard — Application quality scoring and risk assessment
- Construction Management — Full construction suite for GUC and C2P loans
- Secure Uploads — Internal document management
- Intake Questionnaire Builder — Configure custom intake forms
Security
All portal access requires Entra ID authentication. Users can only see applications belonging to their tenant, enforced at every API layer.