Introduction
This article explains how to configure investor access and portal settings. You'll learn how to activate accounts, set statement cadences, and manage contact details efficiently.
Navigating to This Section
Click the gear icon in the top-right to open Settings.
Select Investor Portal.
Click Investor Accounts.
Tip: If you can’t access this section, check your permissions or speak with your admin.
Investor Accounts
Investor Account Configuration
Use this section to manage investor access, contact details, and statement delivery cadence within the portal.
Step-by-Step Instructions
Use the Search Bar to locate investors by name or email.
Review investor status using the All, Active, or Inactive tabs.
Filter results using the Filter dropdown:
Fund Investors
Mortgage Investors
Monthly, Quarterly, or Yearly cadence
Use Checkboxes beside investor names to:
Enable Activate Selected Accounts for manual batch activation.
Apply a cadence using the Bulk Statement Cadence dropdown.
Tip: Investor selections now persist across pages—apply bulk actions to multi-page selections without losing progress.
Field Definitions
Label | Description |
Activate All Accounts | Activates all investors with valid emails. Sends account enabling email. |
Activate Selected Accounts | Appears after selecting one or more checkboxes. Activates only selected users. |
Export | Downloads table data as a CSV file. |
Investor Name | Displays the name of the investor as it appears on their profile. |
Investor Email | Displays the email address on the investor’s profile. |
Status Toggle | Enables or disables portal access per investor. Only shown if email is present. |
Actions | Includes options like Reset Password, available only if the investor is active. |
Statement Cadence | Sets delivery frequency for investor statements. Options: Monthly, Quarterly, Yearly. |
Last Login | Shows investor’s last portal access. |
Warning: If an investor lacks a valid email, the Status Toggle and Activate buttons will be disabled.
FAQs
How do I apply statement cadence to multiple investors?
Use checkboxes to select investors, then choose a cadence from the Bulk Statement Cadence dropdown.
What happens if an investor has no email on file?
They cannot be activated. Add an email address in their profile before enabling access.
Are profile updates made automatically from investor requests?
No. Contact updates and requests are sent to your inbox and must be processed manually.
Need Further Assistance?
For additional support, contact us:
📧 Email: support@mortgageautomator.com
💬 Live Chat: Click the question icon at the top-right corner of your screen.