Mortgage Automator

Set up a custom subdomain for investor access to the portal using DNS configuration.

Configure Investor Portal Access

Control which graphs and notes display in the Investor Portal to optimize investor visibility.

Configure Investor Portal Toggles

Upload and preview custom images for the portal header and background.

Upload Investor Portal Branding

Set sender email addresses and customize system email templates for investor communication.

Configure Investor Email Settings

Control who appears on the investor contact page and manage their profile data.

Customize Investor Portal Contact Page

Enable and manage investor portal access, filters, and communication preferences.

Manage Investor Access in Portal

Help investors understand how to use the Contact Us screen for reaching your team.

View Contact Us Page in Portal

Review and manage key Investor Portal settings for branding, access, and investor visibility.

Investor Portal Settings Overview

Investor Portal

Find answers and get help from Intercom Support and Community Experts

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