Introduction
This guide shows how to embed and whitelabel the borrower upload portal on your own website. You'll also learn how to update your settings and verify everything works.
Navigation to this Section
Settings > Company Settings > Company Information
Locate the Doc Upload URL field
Replace the base domain with your custom-hosted page
Embed the Upload Form on Your Website
Start by setting up a branded page on your website where borrowers can upload documents. This is the first step to whitelabeling the portal.
Add the following code to the page’s HTML, and replace YOUR_LENDER_ID with your company’s unique lender ID:
<div id="mortgageautomator_loanform"></div>
<script src="https://www.mortgageautomator.com/maloader.js"></script>
<script>
MortgageAutomatorLoader.register(function() {
MortgageAutomator.ezloadLoanForm(YOUR_LENDER_ID);
});
</script>
Note: You’ll need your assigned lender ID to complete this step. If you're unsure where to find it, contact support for assistance.
Update the Upload URL in System Settings
Once your new upload portal is live on your site, update the system to use this custom URL. This ensures all borrower-facing links redirect to your hosted page.
Go to Settings > Company Settings > Company Information.
In the Doc Upload URL field, replace the domain portion of the default URL:
From:
https://www.mortgageautomator.com/hosted/?loanid=%%loanid%%&token=%%token%%To:
https://yourdomain.com/hosted/?loanid=%%loanid%%&token=%%token%%
Reminder: Update only the domain portion of the URL. The variables %%loanid%% and %%token%% must remain unchanged to keep the portal working as expected.
Test Your Embedded Upload Portal
After updating the URL:
Open any existing loan in the system.
Navigate to the Required Documents section.
Click Upload Portal URL.
A new tab should open using your domain. The page will load the branded upload container and direct uploaded documents to the correct loan.
Note: Document upload portal links automatically expire after two months (the current month plus the previous month).
This is a built-in security measure to limit unauthorized access.
It helps prevent misuse, such as spam or attempts to guess valid links.
New links are generated per loan and must be shared directly with each borrower.
FAQs
What happens if I don’t update the Doc Upload URL?
The system will continue using the default upload page hosted externally. Borrowers won’t see your branded portal.
Can I reuse the same upload link for multiple loans?
No. Each loan generates a unique link. Sending the same link for different loans will cause upload errors or misrouted documents.
Can I embed the upload portal on more than one page or site?
Yes. You can place the embed script on any secure webpage, provided it uses your valid lender ID.
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.