Simplify Client Onboarding and Application Management
You don’t need another tool; you need fewer bottlenecks. ROX helps you collect complete applications, reduce errors, and onboard clients faster, without sacrificing compliance or control.
The ROX client portal is the fastest way for prospective clients to submit applications and track progress.
No emails, no PDFs, no "Can you resend that file?" threads. Just one secure portal where clients submit everything lenders need.
Client Portal
See how easy it is to submit your application in the client portal
How it works
Your CRM.
Your Data Room.
Your Underwriting HQ.
It's not just a submission form. It's the backbone of how teams manage relationships and applications from first contact to final decision.
The ROX client portal gives lending teams a live, searchable record of every applicant, document, and interaction. Review submissions, add notes, and track communication history, all in the same system you use to underwrite.
Choose Your View
Applicants move through a guided, step-by-step flow. Lenders get complete visibility and a cleaner underwriting process.
A More Professional Experience
Your borrower experience says everything about your operation. The ROX client portal makes yours look buttoned-up and trustworthy from the first interaction.
- • Branded experience: Your logo. Your colors. Your portal.
- • Clear instructions: Applicants always know what’s next, which makes you look organized and ahead of the curve.
- • Secure and compliant: Enterprise-grade protection keeps financial data where it belongs.
Better Data, Better Decisions
You can’t underwrite blind. Our client portal keeps the data clean and complete so your team can move faster.
- • Standardized inputs: Every applicant follows the same workflow, so submissions land in a consistent, review-ready format.
- • Instant financials: Borrowers connect via Plaid for quick, secure bank data.
- • Visibility at every step: Know exactly which tasks are done, what’s missing, and who’s holding things up without digging through threads or folders.
Faster Client Onboarding
Submitting through the ROX client portal is surprisingly painless because we removed the nonsense.
- Your borrowers get a simple, guided task list.
- You get a complete, accurate application package.
- SMART INTAKE
- Clients complete a structured checklist: business info, invoices, financials, legal disclosures, and bank connections, all in one flow.
- BUILT-IN ERROR PREVENTION
- No half-finished submissions. The portal ensures every field, form, and document is where it should be before they hit submit.
- REAL-TIME TRACKING
- Clients can log in anytime to track their application status, which means fewer “just checking in” emails for you.
- CRM-LIKE VISIBILITY
- View client details, add notes, and monitor every application without juggling spreadsheets or inbox threads.
Straightforward
Intuitive
Transparent
Secure
A Streamlined Way to Apply
Your borrowers don’t see the backend magic, but they feel the difference.
The ROX client portal gives applicants a clean, guided experience that makes your business look professional and keeps them informed every step of the way. Applicants know exactly what’s needed, what’s next, and where they stand. You get complete, organized submissions that make underwriting faster.
Track Your Progress
No more wondering where your application stands. With the ROX client portal, you can:
- • See exactly which tasks are completed and which still need your attention.
- • Track your application status in real time, from submission to underwriting decision.
- • Get alerts and updates whenever something changes.
Simple to Start, Easy to Complete
Submitting through the ROX client portal is surprisingly painless because we removed the nonsense:
- 1
Fill out your business, debtor, and owner information.
- 2
Create your login.
- 3
Complete your tasks:
- • Business info: Tell us about your company: no essay required.
- • Invoice data: Upload the numbers we need to understand your cash flow.
- • Financial disclosures: Share AR, aging reports, balance sheets, and P&L statements.
- • Business & legal disclosures: Make sure we know all the essentials.
- • Bank account connection: Link via Plaid, securely and instantly.
- 4
Submit for underwriting; the underwriting team takes it from there.
This online application portal makes applying quick and completely transparent.
Straightforward
Intuitive
Transparent
Secure
Turn Application Chaos Into Control
With the ROX client portal, your team stays in command from the first submission to the final decision.
You're not chasing emails or missing files. You're managing a clean, professional workflow that keeps clients informed and your operation running efficiently.
You save hours. They stay informed. Everyone wins.
See the Client Portal in Action