Client portal
A secure workspace for mortgage progress.
The client portal preview shows how application status, document checklists, messages, and advisor notes can live in one organized dashboard.
AXP Client PortalMortgage Application Dashboard
Application statusPre-qualified review
Document checklist6 of 8 received
MessagesAdvisor note available
Secure uploadEncrypted file queue
Advisor notes
Deposit review complete. Matching lender scenarios for tenure and repayment comfort.