Portal Application

If you need documentation on the Boss CARES - PPP edition please see PPP Lending

Overview

The Portal Application provides an automated process for securely gathering data from a business client and enables simple but powerful workflows and dashboards to ensure data quality and timeliness.

The following guides are provided:

Accounts Overview

Adding Customers

Can't sign in - How to troubleshoot your borrower's sign-in problems

Commonly Asked Questions

Customer Data Sharing

How can a person with one email manage multiple businesses?

How to use eSign

How to use Secure Mail

List of Systems

Portfolio Management

Reconnecting An Integration/Cloud Application

Troubleshoot Complex Issues

Tools

Viewing Company Insights

Boss Cares - PPP

Boss Data and Boss Embedded - Frequently Asked Questions

Portal Frequently Asked Questions