Your deal, in one view
See the borrower, funding request, file status, and next action together. Pick up where your team left off.
Explore the deal workspace →Commercial finance software · Built in AustraliaOne commercial file.
One commercial file.
Less rework. Clearer next steps.
Collect client details, check documents, compare lender fit, and prepare submissions in one workspace. Keep your team focused on progressing the deal.
Capture onceSpot missing evidenceReuse your checked record
Inside xPortal
See the file. See the next step.
A working view of your deal and its documents. Expand either screen to take a closer look.
Know what is missing
Review uploaded documents, spot evidence gaps, and keep outstanding items visible before preparing a submission.
Explore document review →Built for your role
A clearer handoff at every stage
Choose the workflow that matches the work you do.
Brokers & advisers
Spend less time rebuilding files
Collect client details once, check missing documents, and prepare lender submissions from the same record.
Explore broker workflows
Lenders & credit teams
Know what needs review
See document gaps, policy exceptions, and open conditions before a file reaches your credit team.
Explore lender workflows
Enterprise & aggregators
Give every team a consistent process
Bring file quality, handoffs, reporting, and review responsibilities together across your organisation.
Explore enterprise options
How it works
From client details to a reviewable submission
Follow the file from intake through verification to the next pack. Your team stays in control of review and approval.
One verified record coordinates the whole commercial file
Client intake, documents, servicing context, lender-fit logic, and outputs converge into the same operating record.
01 Capture
Client intake
Borrower, entity, security, purpose, and timing details.
Document set
Uploads, source checks, missing items, and review flags.
Lender logic
Policy, servicing, appetite, LVR, and exception context.
02 Verify
One connected recordVerified Deal Record
Capture → verify → review → package → learn
Evidence stays connected03 Package
Deal summary
Structured narrative and credit-paper material.
Submission package
Evidence, summary, conditions, and next actions.
Outcome learning
Market signals improve future recommendations.
Review property-secured commercial deals, asset finance, and working capital from the same captured record. Lender-fit results support professional judgement; they are not credit approvals.
Run the brokerage
From the first relationship to the next loan review
xPortal brings relationship management and everyday operations together with commercial finance assessment, so the work around each application stays visible too.
Relationships and pipeline
Keep clients, referrers, and deals connected
Manage client and referrer records alongside deal stages, activities, tasks, and ownership. Keep relationship context close to the file your team is progressing.
Follow-up sequences
Give every outstanding item a next step
Set up reminders for client applications, missing documents, referrer follow-ups, and agreements. Control timing, pause or resume a sequence, and stop on reply when configured.
After settlement
Keep the loan book in view
Review settled loans, maturity dates, recorded upfront and trail commissions, and clawback indicators. Keep the information needed for the next client review attached to the relationship.
Module access depends on your plan, role, and workspace setup. Connected services require an authorised account; reports and loan-book indicators reflect the data recorded or synced.
Explore the operating toolsLender data coverage
Selected lender profiles across major workflow segments
The platform can organise lender-fit review across bank, non-bank, SME, asset finance, and private credit records. These examples are coverage signals, not approval claims or a public policy source.
Major banksSpecialist non-banksAsset financeSME working capitalPrivate credit
Selected lender coverage logos
Lender availability, appetite, and policy fit can vary by scenario, product, security, borrower profile, and live market conditions.
You stay in control
Clear evidence. Human decisions.
Keep source documents, review notes, and open conditions attached to the deal. See what has been checked and what still needs attention before sharing a pack.
Start with free tools for early deal checks. When you need a shared workflow, compare packages or find the right plan for your team.
Your next step
Find the right starting point for your team
Answer a few questions to see your recommended plan. You can explore free tools before requesting workspace access.