🎉 First two underwritings free 🎉
The ROX portal lets borrowers submit everything in one secure place.
You get clean data, real-time updates, and full visibility from first touch to decision.
Every interaction in the ROX portal is two-sided. Applicants get a guided, easy-to-follow experience. Lenders get complete visibility, organized data, and a smoother underwriting process.
Your borrower experience says everything about your operation. The ROX client portal makes yours look buttoned-up and trustworthy from the first interaction.
You can’t underwrite blind. Our client portal keeps the data clean and complete so your team can move faster.
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.
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.
Know exactly where you stand. No 'just checking in' emails. With the ROX client portal, you can:
Submitting through the ROX client portal is painless because we removed the nonsense:
Fill out your business, debtor, and owner information.
Create your login.
Complete your tasks:
Submit for underwriting; the underwriting team takes it from there.
This online application portal makes applying quick and completely transparent.
Every interaction in the ROX portal is two-sided. Applicants get a guided, easy-to-follow experience. Lenders get complete visibility, organized data, and a smoother underwriting process.
Your borrower experience says everything about your operation. The ROX client portal makes yours look buttoned-up and trustworthy from the first interaction.
You can’t underwrite blind. Our client portal keeps the data clean and complete so your team can move faster.
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.
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.
No more wondering where your application stands. With the ROX client portal, you can:
Submitting through the ROX client portal is surprisingly painless because we removed the nonsense:
Fill out your business, debtor, and owner information.
Create your login.
Complete your tasks:
Submit for underwriting; the underwriting team takes it from there.
This online application portal makes applying quick and completely transparent.
Most portals stop at data collection.
The ROX client portal goes further, giving lending teams a live, searchable record of every applicant, document, and interaction.
You can review submissions, add notes, and track communication history, all in the same system you use to underwrite.
It’s not just a submission form. It’s the backbone of how teams manage relationships and applications from first contact to final decision.
Most portals stop at data collection.
The ROX client portal goes further, giving lending teams a live, searchable record of every applicant, document, and interaction.
You can review submissions, add notes, and track communication history, all in the same system you use to underwrite.
It’s not just a submission form. It’s the backbone of how teams manage relationships and applications from first contact to final decision.
Start with two free applications and see how much smoother onboarding and underwriting can be.
Start with two free applications and see how much smoother onboarding and underwriting can be.