New and Improved Web and Mobile Experience for Investors
With over $100 million invested in fractional notes on our investor marketplace, we’re overwhelmed with the positive reception investors have given us. With that, we’re doubling down on a new, improved investor experience - an experience that we believe fits our goal of making a mortgage simple, human, and delightful. We’re excited to introduce a fresh look and new functionality for our online investing portal:
New Homepage: your home tab includes your portfolio stats, tools to manage AutoInvest and Transfer Funds, refer friends, and catch up with our latest blog post.
Powerful analytics:: from breakdowns by loan grade, geographic state, servicing state, etc., you can view your portfolio in chart or table format.
CSV downloads: for clients who prefer data in Excel, you can download the Browse and Portfolio tables in CSV format, as well as your account activity. Just hit the “Download CSV” button at the bottom of the filters on the right.
New Loan Details page: all the information about a loan at your fingertips. From now on, you can invest right from the loan page.
Account Sweeps: we heard many investors’ frustration with not being able to invest when their cash balance fell below the investment minimum. From now on, we are introducing a Balance Sweeping feature that will allow investors to use their remaining funds entirely in 1 note - just hit the “Use Remaining Funds” button.
Blog posts right in your homepage: LendingHome’s investor blog was previously located outside our client’s login. From now on, we’ll display the most recent story right into your dashboard, so you never miss a story.
Pagination: we know some of you have deep portfolios. For usability and performance, the Browse and Portfolio pages are now split across multiple pages. Filters and sorting works as before.
And best of all, everything now works on mobile!
Disclaimer: The above is provided for informational purposes only and should not be considered tax, savings, financial, or legal advice. Please consult your tax advisor. All calculations and information shown here are for illustrative purposes only. All third parties listed above are for demonstration purposes only and are not affiliated with LendingHome. All views and opinions expressed in this post belong to the individuals referenced. NMLS ID: 1125207 Terms, Privacy & Disclosures. Copyright LendingHome Corporation 2019.