> 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/partner.md).

# Partner

Use the Partner portal to create financing requests, manage deal information, and hand off complete packages to the bank.

The Partner portal supports partners, also called brokers, who bring financing requests to the bank. Use it to create applications, maintain borrower information, upload documents, and track handoff to the lending team.

{% hint style="info" %}
**Partner** is the neutral name this documentation uses for the portal and its role. On screen, the portal title is **Broker Portal** by default. Your tenant can configure a different title in [Branding](broken://pages/X8mLUQoeSD9mpfXL4o18).
{% endhint %}

### Who uses this portal

| Role                 | Workspace                                                 | Start here                                               |
| -------------------- | --------------------------------------------------------- | -------------------------------------------------------- |
| **Partner (broker)** | Customers, applications, deal documents, and shared deals | [Partners overview](broken://pages/s1DiY1T4Jnaus1dtS9Ym) |

Partners sign in on the same page as borrowers (`/borrower/login`) and then open this portal. See [Sign in and create an account](broken://pages/mkKRbcxw2KtsLFxqODFM).

### Work through a deal

{% stepper %}
{% step %}

#### Create an application

Start a financing request online or upload a completed application. Review the captured borrower and request details before you submit.
{% endstep %}

{% step %}

#### Complete the package

Add parties, collateral, financing information, and the documents the bank needs to review the request.
{% endstep %}

{% step %}

#### Track the handoff

Monitor the application in your dashboard or portfolio. Review shared financial analysis and credit memos when the loan officer enables access.
{% endstep %}
{% endstepper %}

### Start here

<table data-view="cards"><thead><tr><th>Guide</th><th>Use it for</th><th data-card-target data-type="content-ref">Open</th></tr></thead><tbody><tr><td>Partner guide</td><td>Create an application, submit documents, and sign in.</td><td><a href="broken://pages/YVCP06gsg9yPnmIJk9nJ">Broken link</a></td></tr><tr><td>Partners overview</td><td>Find the dashboard, customer, deal, and portfolio screens.</td><td><a href="broken://pages/s1DiY1T4Jnaus1dtS9Ym">Broken link</a></td></tr><tr><td>Partner role</td><td>Follow the recommended reading order for partner work.</td><td><a href="/commercial-lending/getting-started/role-guides.md#partner">Roles</a></td></tr></tbody></table>

### Access and scope

{% tabs %}
{% tab title="What partners can do" %}

* Create and submit applications.
* Manage customers, deal details, and documents.
* Review shared financial analysis and credit memos.
  {% endtab %}

{% tab title="What the bank controls" %}

* Which products and intake questions are available.
* Whether Portfolio View is available.
* Whether financial review and credit memo tabs are shared.
  {% endtab %}
  {% endtabs %}

{% hint style="success" %}
Keep borrower details, the credit request, and supporting documents in the same application. The bank continues work on that record after handoff.
{% 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>Roles</strong></td><td>The partner reading path in order.</td><td><a href="/commercial-lending/getting-started/role-guides.md#partner">Roles</a></td></tr><tr><td><strong>Partner glossary</strong></td><td>Terms used on partner screens.</td><td><a href="broken://pages/BjL3ek8PDheITa7RrQdh">Broken link</a></td></tr><tr><td><strong>Borrower</strong></td><td>The portal for the person applying for the loan.</td><td><a href="/commercial-lending/getting-started/portals-and-roles/borrower.md">Borrower</a></td></tr><tr><td><strong>Action finder</strong></td><td>Buttons 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>

***

{% columns %}
{% column width="83.33333333333334%" %}

<p align="right"><em>Maintained by</em> <mark style="color:green;">Abhishek Paul</mark><br><code>AI-assisted, human-approved</code></p>
{% endcolumn %}

{% column width="16.666666666666664%" %}

<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>
{% endcolumn %}
{% endcolumns %}


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