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Purpose-built digital portals for every partner.
Portals gives Canadian lenders, credit unions and banks a dedicated digital gateway for every third party they work with — mortgage brokers, lawyers and notaries, appraisers, dealers and developers. It’s how you orchestrate the work that happens beyond your four walls. Reduce friction. Move faster.
A dedicated digital experience for every third party you work with
Connected to your LoanCirrus core
Submissions, verifications and approvals flow straight into your platform in real time — no re-keying, no lag, no integration project.
Configured for each audience
A portal for mortgage brokers works differently from one for notaries or builders. Each is shaped around that partner’s real workflow.
Your brand. Both languages.
Every portal carries your institution’s identity and works in English and French — meeting Quebec’s language expectations out of the box.
One core. A portal for every context.
Built for the partners Canadian lenders actually work with
Mortgage Brokers & Agents
The broker channel originates the majority of Canadian mortgages. Give brokers a branded space to submit deals, upload conditions and track status live — without touching your core.
Broker originationLawyers & Notaries
Real-estate lawyers and Quebec notaries receive instructions, exchange closing documents and confirm funding in one secure space — ending the email-and-fax back-and-forth.
Closings & instructionsAppraisers & Valuers
Order AACI appraisals, track turnaround and receive reports directly into the file — with every valuation logged for audit and OSFI expectations.
ValuationsAuto & Equipment Dealers
Dealers and vendors submit point-of-sale finance applications and compliance documents, with live deal status — and zero access to your core system.
Point-of-sale financeHome Builders & Developers
Builders submit project milestones, progress-draw requests and warranty documentation (e.g. Tarion/HCRA) for construction finance — tracked and approved end to end.
Construction financeSchools & Employers
Educational institutions and employers verify enrolment, income or employment directly through a portal built for them — accelerating origination while keeping data minimised.
VerificationFrom configuration to live in days
Define the portal’s purpose
Identify the partner group, their workflow, the data fields and documents required. Every portal starts with a clear outcome.
Configure roles, flows & both languages
Set permissions, required actions and approval logic. Brand it and enable English and French. No template constraints.
Connect to your core
Portals pushes and pulls data directly into LoanCirrus. Submissions and approvals sync in real time — zero manual reconciliation.
Invite partners & go live
Issue access to external users. They get a clean, guided experience; you get visibility, control and far less friction — live in days.
Built on a proven, Canada-ready foundation
Canadian data residency
Hosted in-country on trusted cloud infrastructure (AWS Canada) — your data and your partners’ data stay in Canada.
Bilingual by default
Every portal in English and French, supporting Quebec’s Charter (Law 96) and a national partner base.
Regulatory-grade security
Role-based access, audit trails and data isolation aligned with OSFI B-13, FINTRAC, PIPEDA and Quebec Law 25.
Real-time data sync
Submissions, status changes and approvals reflect immediately in your core — no batch uploads, no reconciliation.
Dynamic document handling
Configure required documents per portal. Partners upload; your team reviews, requests clarification and approves in one place.
Operational visibility
See what’s in progress, pending and complete across every portal and partner from one dashboard.
For existing clients and new prospects
Banks & Credit Unions
Extend your platform with a portal layer that brings brokers, lawyers and valuers into your digital process — without expanding your IT footprint.
Private Lenders & MICs
Give introducers and professional partners a dedicated channel to submit deals and documentation, with real-time status and full visibility.
Microfinance & CDFIs
Deploy verification and application portals for field agents, NGO partners or community intermediaries — configured for your model.
Institutions evaluating LoanCirrus
Portals is a compelling reason to choose LoanCirrus — the third-party experience layer most platforms simply don’t offer, ready from day one.
Ready to open your first portal?
Talk to us about reducing friction and accelerating third-party workflows across Canada.