Overview of Intermediary Portals

In DigiFi, an “intermediary” is as entity that can represent various lending partners such as mortgage brokers, home improvement contractors, affiliate lead-gen sources, auto dealers, and more. DigiFi’s intermediary portals provide these partners with a modern online lending experience. These portals use the Intermediary Portal Pages that you can configure within your Loan Products to create a complete user journey, which includes submitting applications, tracking them, verifying information, e-signing documents, and much more.

The intermediary portals are web applications that can be launched directly from within the DigiFi platform, without any coding or technical expertise required. They use your lending configurations, branding settings, custom domain and legal consents (e.g., Terms & Conditions), which can be set up in the platform to provide a seamless experience for your intermediaries. Applications received through the intermediary portal will appear in the DigiFi platform, enabling a full cycle of online application processing. In addition, the portals are optimized to be used from any device (computer, tablet, and mobile phones).

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DigiFi's intermediary portals let you instantly deploy a intermediary-facing online lending experience with your own branding and loan products!

Testing and Production Portals

DigiFi offers a testing portal linked to the Lending System (Test) and a production portal is linked to the Lending System (Prod).

The testing portal allows you to test your entire workflow from the intermediaries's perspective before launching a production portal. While the launching steps are similar for both portals (testing and production), you don't need to connect your hosting domain when setting up a testing portal, which allows for a quicker launching process.