AI-Powered Borrower PortalAlways in the loop.See it live

AI-Powered Borrower Portal

Keep borrowers in the loop.Every borrower always knowswhere they stand.

A white-labeled portal for a bespoke customer experience. Borrowers follow their status in real time, ask questions, complete next steps, and stay close to your team wherever they are.

Status updatesReal-time
Fewer status calls0%
Visibility0/7
ChannelsEmail · SMS · WhatsApp · Portal
How it works

Their whole loan, one screen.

A live view of their own application: how far along they are, what's left, and a direct line to your team.

Kita · Borrower PortalHi Jordan, here's where things stand.Your application is in. Review starts as soon as the 3 items below are done.
JR
Application received
2Your to-dos
3Under review
4Decision
Small business term loan · $75,000 · APP-2841View
What to do next3 things left
  • 1Answer your lender's questionAbout your March revenue. Takes a minute.Answer
  • 2Upload your balance sheetA photo of a printed copy works fine.
  • 3Add a photo of your IDDriver's license or passport, front side.
Add your files hereTap to choose files, or drag them in. Kita figures out what each one is.
01Track status liveEvery stage moves in real time.
02Finish next stepsWhatever's needed, done in a tap.
03Message your teamOn any channel, no hold queue.
04Get the decisionNotified the moment it's ready.

Silence is where borrowers drop off.

01

Borrowers go dark after applying

They submit, hear nothing, and quietly walk to a competitor.

02

Your team drowns in "any update?"

Officers repeat the same status all day instead of moving files.

03

Nobody knows what happens next

Borrowers don't know which document is missing or what's next.

04

There is no single place to look

Status lives in an inbox and a spreadsheet, nowhere they can see.

Everything in one place.

The portal is more than a status page. It is where the whole relationship lives: borrowers track progress, finish what's left, talk to your team, and get their decision without ever leaving the loop.

White-label branding

Your name, your colors, your domain.

Instant answers, 24/7

Ask anything, day or night. Answered in seconds.

Updates on every channel

Status changes reach them by SMS, WhatsApp, or portal.

Snap-and-sort uploads

Photograph or drag any file. Kita sorts what each one is.

Knows when to bring in a human

Answers what it can, then brings in your loan officer.

AI-drafted replies

Kita drafts your reply to send or edit.

Kita · AssistantHere to help, day & night
Kita

Could we raise the amount to $85,000?

KitaKita Assistant · Instant

Great question, but that's one for your loan officer. I've passed it to Maya and I'll nudge her.

MCMaya Chen · Loan Officer

Happy to look at $85k with you. Grab a time below and we'll talk it through.

Talk it through with Maya15 min · video or phone
WEDJul 89:30 AM11:00 AM

Every borrower always knows where they stand.