> For the complete documentation index, see [llms.txt](https://docs.uptiq.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.uptiq.ai/commercial-lending/getting-started/portals-and-roles.md).

# Portals

Choose a portal guide based on who is signing in and what they need to do.

Commercial Lending has four portals: **FI Admin** and **FI Staff** for the bank, **Partner** for brokers, and **Borrower** for the person applying for the loan. Each guide explains sign-in, access, and the work available in that portal.

### Choose a portal

<table data-view="cards"><thead><tr><th>Guide</th><th>Use it for</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>FI Admin</strong></td><td>Company and account management: users, access, products, branding, and reporting.</td><td><a href="/commercial-lending/getting-started/portals-and-roles/fi-admin.md">FI Admin</a></td></tr><tr><td><strong>FI Staff</strong></td><td>Lending work for Loan Officers, Relationship Managers, Credit Analysts, and Underwriters.</td><td><a href="/commercial-lending/getting-started/portals-and-roles/fi-staff.md">FI Staff</a></td></tr><tr><td><strong>Partner</strong></td><td>Partner (broker) applications, deal packages, and lender handoff.</td><td><a href="/commercial-lending/getting-started/portals-and-roles/partner.md">Partner</a></td></tr><tr><td><strong>Borrower</strong></td><td>The person applying for the loan: intake and document requests.</td><td><a href="/commercial-lending/getting-started/portals-and-roles/borrower.md">Borrower</a></td></tr><tr><td><strong>Platform features</strong></td><td>The standout features and the portals that offer them.</td><td><a href="/commercial-lending/features.md">Platform features</a></td></tr><tr><td><strong>Action finder</strong></td><td>The button for a task on each portal screen.</td><td><a href="/commercial-lending/getting-started/portals-and-roles/action-finder.md">Action finder</a></td></tr></tbody></table>

{% hint style="info" %}
Public intake is available without sign-in. See [Public intake](broken://pages/Xw4PBzhpkQRUcrlBiMHU).
{% endhint %}

### Related

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Platform Reference</strong></td><td>How Commercial Lending is organized and the capabilities it provides.</td><td><a href="/commercial-lending/platform-overview.md">Platform Reference</a></td></tr><tr><td><strong>Roles</strong></td><td>Role-specific documentation in reading order.</td><td><a href="/commercial-lending/getting-started/role-guides.md">Roles</a></td></tr><tr><td><strong>Auth providers</strong></td><td>Single sign-on for each portal.</td><td><a href="broken://pages/mUT7jK562tdGefcpPqUa">Broken link</a></td></tr></tbody></table>

***

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<p align="right"><em>Maintained by</em> <mark style="color:green;">Abhishek Paul</mark><br><code>AI-assisted, human-approved</code></p>
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<div align="left"><img src="https://2424445642-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoNOfYlgbuwiWKkdQsRIp%2Fuploads%2Fgit-blob-d034645b4f8f8ee661985f5306b60ded3289653c%2Fmaintainer-abhishek-paul.png?alt=media" alt="" width="60"></div>
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