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Customer Portal

Give borrowers 24/7 visibility into their lending process.

Speed up your loan origination processes with this user-friendly hub (also called Teslar Unite) that integrates with your website and gives borrowers 24/7 visibility into their lending process. Customers can upload and review documents or apply for new loans or renewals from your website. Your bankers will have real-time access and a secure, intuitive place to request and acquire documents, submit information, and receive status updates. And you can customize the questions that appear in the loan application process as well as the ability to select which documents are required for each loan application type.

With Teslar's Customer Portal, You Can Digitally:

Request Needed Documents

View loan status 24/7

Upload needed documents

Apply for new loan or renewal

“During the pandemic, Teslar Software proved that they stand with community banks during highs and lows, which made them stand out over other providers. Though we are a smaller, family-owned institution, we’re committed to investing in the technology we need to keep up with changing expectations. With Teslar’s platform, our team can complete tasks faster and more easily, freeing up time to focus on deepening relationships with our loyal customers, many of whom we’ve served for generations.”
Terra Henry
Vice President of Loan Operations, New Market Bank
Download Customer Portal One-Pager

Download this one-page document for a quick and simple overview of Teslar’s customer portal, Teslar Unite.

 

Download Document

Strengthen with More Solutions

Exceptions/Tickler Tracking
Basic Pipeline
Loan Origination System

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