Client Portal & Onboarding Software for Lending Teams
Motion.io gives your borrowers one simple, branded portal to upload loan documents, complete tasks, and stay on track. No more chasing paperwork or juggling email threads — just faster closings and happier clients.
Built for Borrowers. Loved by Lending Teams.
Speed Up Loan Processing
Automate the collection of W-2s, disclosures, bank statements, and other documents — all in one secure portal. Motion.io removes bottlenecks from your intake process so you can close more loans in less time.
Simplify the Client Experience
No more email ping-pong or missing attachments. Give your borrowers a clean, mobile-friendly hub where they can complete tasks, upload documents, and message your team.
Stay Organized & Audit-Ready
Track every file, task, and message in one place — fully visible to your internal team and easy to review during audits.
From mortgage loans, to auto financing, to small business lending, Motion.io works for any lending workflow
Onboarding that moves at the speed of lightning
Streamline borrower intake with automated tasks and document collection.
Easily request W-2s, bank statements, tax forms, and more — and guide clients through each step with white-labeled checklists that keep your lending team aligned.
Real-time project & loan progress tracking
Visibility for your clients. Control for your team.
Give borrowers a clear view of where they are in the process — from pre-approval to closing — and help your internal team track progress across every loan file, all in one place.
Integrations that fit right into your lending workflow
Motion.io integrates with your existing lending tech stack directly via Zapier, so you can connect CRMs, calendars, payment tools, and LOS platforms directly into each client portal.
Built-in eSign for loan docs & agreements
Say goodbye to juggling DocuSign, PDFs, and emails.
With Motion.io, borrowers can review, sign, and submit key documents like disclosures, pre-approvals, and loan agreements — all from within their portal.
Simple & Secure Client Access
Simple and secure, clients access their portals through either a magic link or email and password, making it simple for them to access their portal.
“We used to need a team of four full-time staff members to onboarding clients. Since Motion.io, a single person is all we need, and we've been able to move the other three team members to more revenue-focused roles."
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Scale your onboarding, not your overhead
Motion.io gives you the workflows, visibility, and automation to take on more clients--without the chaos.