---
title: Autopay Visibility in Borrower Portals
description: This page reviews autopay details in borrower portals.
---

[Skip to content](https://help.themortgageoffice.com/knowledge/borrower-portal-auto-pay#main-content)

[![TMO-LO~1](https://help.themortgageoffice.com/hs-fs/hubfs/TMO-LO~1.png?width=200&height=65&name=TMO-LO~1.png)](https://www.themortgageoffice.com/)

- [Platform](https://www.themortgageoffice.com/products/)
  
  Show submenu for Platform

    - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/)
    - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/)
    - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/)
- [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/)
  
  Show submenu for Knowledge Hub

    - [Blog](https://www.themortgageoffice.com/blog/)
    - [Resources](https://www.themortgageoffice.com/resources/)
    - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars)
    - [Seminars](https://www.themortgageoffice.com/seminars/)
    - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/)
- [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes)

Open main navigation

Close main navigation

- [Platform](https://www.themortgageoffice.com/products/)
  
  Show submenu for Platform

    - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/)
    - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/)
    - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/)
- [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/)
  
  Show submenu for Knowledge Hub

    - [Blog](https://www.themortgageoffice.com/blog/)
    - [Resources](https://www.themortgageoffice.com/resources/)
    - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars)
    - [Seminars](https://www.themortgageoffice.com/seminars/)
    - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/)
- [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes)
- [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new)

[Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new?hsLang=en)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Knowledge Base](https://help.themortgageoffice.com/knowledge?hsLang=en)
2. [Online Portals](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en)
3. [Online Payments](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#online-payments)

July 21, 2026

# Autopay Visibility in Borrower Portals

## This article reviews how Borrowers can view Autopay details from directly within their portal.

### **What is Autopay?**

When Borrowers are enrolled in **EFT/ACH direct debits**, their online portal reflects this by including mentions of "autopay" where relevant.

**Important Note**: Autopay configuration is only activated in TMO at this time. Borrowers are unable to *enroll* in autopay *or* establish their payment configuration through the portal. The portal functions to provide visibility about their current autopay settings.

### **Autopay Visibility in the Portal**

When a loan is enrolled in autopay, this is reflected in the portal a few different ways. Here we'll take a look at these different inclusions.

#### **Loan Overview**

The first location that borrowers will see this is in the loan's **Upcoming Payments** at the top of their portal **Overview** page. This section reflects the autopay frequency as well as the upcoming payment date and amount.

![Screenshot 2026-07-01 at 3.25.06 PM](https://help.themortgageoffice.com/hs-fs/hubfs/Screenshot%202026-07-01%20at%203.25.06%20PM.png?width=670&height=239&name=Screenshot%202026-07-01%20at%203.25.06%20PM.png)

#### **Your Loans**

At the bottom of the **Overview** page is a section for **Your Loans**, where borrowers see their loan(s) reflected. Loans enrolled in EFT direct debits will show **Autopay Active** next to the loan number, as well as the **Autopay Status**, **Amount**, and **Next Debit Date.**

#### ![Screenshot 2026-07-01 at 3.36.46 PM](https://help.themortgageoffice.com/hs-fs/hubfs/Screenshot%202026-07-01%20at%203.36.46%20PM.png?width=670&height=297&name=Screenshot%202026-07-01%20at%203.36.46%20PM.png) **Loan Details**

After clicking the blue **Loan Details** option at the bottom of the loan breakdown, the borrower is able to see additional autopay details. Here they'll see the same autopay indicators as in **Your Loans**, with additional information particular to their **banking details**, such as account and routing number.

![Screenshot 2026-07-01 at 3.41.48 PM](https://help.themortgageoffice.com/hs-fs/hubfs/Screenshot%202026-07-01%20at%203.41.48%20PM.png?width=670&height=176&name=Screenshot%202026-07-01%20at%203.41.48%20PM.png)

#### **Make a Payment Screen**

Autopay details are also reflected in the **Make a Payment** screen to help remind borrowers of their autopay details. In addition, a warning indicator is above the manual payment section to help prevent duplicate payments.

![Screenshot 2026-07-01 at 3.57.39 PM](https://help.themortgageoffice.com/hs-fs/hubfs/Screenshot%202026-07-01%20at%203.57.39%20PM.png?width=670&height=356&name=Screenshot%202026-07-01%20at%203.57.39%20PM.png)

- [Getting Started](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#general)
    - [Basic Information](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#basic-information)
    - [New Company Setup](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#new-company-setup)
- [User & Group Security](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#general)
    - [Users](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#users)
    - [Groups](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#groups)
    - [Single Sign-On (SSO)](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#single-sign-on-sso)
- [Loan Origination](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#main-content)

    - [Loan Files](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#loan-files)
    - [SmartViews](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#smartviews)
    - [System Administration](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#system-administration)
    - [Lenders](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#lenders)
    - [Lightning Docs](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#lightning-docs)
    - [Integrations](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#integrations)
    - [Borrowers](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#borrowers)
    - [DossDocs](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#dossdocs)
- [Loan Servicing](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#general)
    - [Loan Files](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#loan-files)
    - [Borrowers](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#borrowers)
    - [Terms](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#terms)
    - [Funding](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#funding)
    - [Properties](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#properties)
    - [History](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#history)
    - [Attachments](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#attachments)
    - [Lenders](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#lenders)
    - [Vendors](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#vendors)
    - [Tasks & Reports](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#tasks-reports)
    - [Loan Charges](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#loan-charges)
    - [Commercial Loans](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#commercial-loans)
    - [Lines of Credit/HELOC](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#lines-of-credit-heloc)
    - [Construction Loans](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#construction-loans)
    - [Adjustable Rate Mortgages (ARM)](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#adjustable-rate-mortgages-arm)
    - [Graduated Terms Mortgages (GTM)](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#graduated-terms-mortgages-gtm)
    - [Escrow Administration](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#escrow-administration)
    - [SmartViews](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#smartviews)
    - [Accounting System Integration](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#accounting-system-integration)
    - [Custom Letters and Notices](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#custom-letters-and-notices)
    - [Loan Templates](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#loan-templates)
    - [Data Exports](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#data-exports)
- [Trust Accounting](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#main-content)

    - [Trust Accounts](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#trust-accounts)
    - [Register](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#register)
    - [Clients](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#clients)
    - [Payees](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#payees)
    - [Payers](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#payers)
    - [Tasks & Reports](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#tasks-reports)
- [Collateralized Mortgage Obligations](https://help.themortgageoffice.com/knowledge/collateralized-mortgage-obligations?hsLang=en#main-content)

    - [Holders](https://help.themortgageoffice.com/knowledge/collateralized-mortgage-obligations?hsLang=en#holders)
- [Mortgage Pool Servicing](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing?hsLang=en#main-content)

    - [Mortgage Pools](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing?hsLang=en#mortgage-pools)
    - [Partners](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing?hsLang=en#partners)
    - [Tasks & Reports](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing?hsLang=en#tasks-reports)
    - [SmartViews](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing?hsLang=en#smartviews)
- [ACH Express](https://help.themortgageoffice.com/knowledge/ach-express?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/ach-express?hsLang=en#general)
- [Online Portals](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#general)
    - [Online Payments](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#online-payments)
    - [Borrowers](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#borrowers)
    - [Lenders](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#lenders)
    - [Partners](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#partners)
    - [Investment Offerings](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#investment-offerings)
    - [Messages](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#messages)
- [Tax Forms Management & Printing](https://help.themortgageoffice.com/knowledge/tax-forms-management-printing?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/tax-forms-management-printing?hsLang=en#general)
    - [Tax Forms](https://help.themortgageoffice.com/knowledge/tax-forms-management-printing?hsLang=en#tax-forms)
- [Consumer Credit Reporting (Metro-2)](https://help.themortgageoffice.com/knowledge/consumer-credit-reporting-metro-2?hsLang=en#main-content)

    - [Metro-2 Fundamentals](https://help.themortgageoffice.com/knowledge/consumer-credit-reporting-metro-2?hsLang=en#metro-2-fundamentals)
- [Custom Letters, Notices and Mailing Labels](https://help.themortgageoffice.com/knowledge/custom-letters-notices-and-mailing-labels?hsLang=en#main-content)

    - [Custom Letters](https://help.themortgageoffice.com/knowledge/custom-letters-notices-and-mailing-labels?hsLang=en#custom-letters)
    - [Custom Notices](https://help.themortgageoffice.com/knowledge/custom-letters-notices-and-mailing-labels?hsLang=en#custom-notices)
- [Custom (User Defined) Fields](https://help.themortgageoffice.com/knowledge/custom-user-defined-fields?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/custom-user-defined-fields?hsLang=en#general)
- [Options](https://help.themortgageoffice.com/knowledge/options?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/options?hsLang=en#general)
    - [User Preferences Options](https://help.themortgageoffice.com/knowledge/options?hsLang=en#user-preferences-options)
    - [Loan Servicing Options](https://help.themortgageoffice.com/knowledge/options?hsLang=en#loan-servicing-options)
- [Importing](https://help.themortgageoffice.com/knowledge/importing?hsLang=en#main-content)

    - [To Loan Servicing](https://help.themortgageoffice.com/knowledge/importing?hsLang=en#to-loan-servicing)
    - [From an Excel file](https://help.themortgageoffice.com/knowledge/importing?hsLang=en#from-an-excel-file)
    - [Field Mappings](https://help.themortgageoffice.com/knowledge/importing?hsLang=en#field-mappings)
- [Online](https://help.themortgageoffice.com/knowledge/online?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/online?hsLang=en#general)
- [Text Messages](https://help.themortgageoffice.com/knowledge/text-messages?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/text-messages?hsLang=en#general)
- [Pulse](https://help.themortgageoffice.com/knowledge/pulse?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/pulse?hsLang=en#general)
- [Insurance Tracking](https://help.themortgageoffice.com/knowledge/insurance-tracking?hsLang=en#main-content)

    - [General](https://help.themortgageoffice.com/knowledge/insurance-tracking?hsLang=en#general)
- [API Docs](https://help.themortgageoffice.com/knowledge/api-docs?hsLang=en)
- [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes?hsLang=en)
- [Desktop](https://help.themortgageoffice.com/knowledge/desktop?hsLang=en)
- [Onboarding](https://help.themortgageoffice.com/knowledge/onboarding?hsLang=en#main-content)

    - [Loan Origination](https://help.themortgageoffice.com/knowledge/onboarding?hsLang=en#loan-origination)

[![Chill listening crop-3](https://help.themortgageoffice.com/hs-fs/hubfs/TMO-LO~1.jpg?width=125&height=55&name=TMO-LO~1.jpg "Chill listening crop-3")](https://www.themortgageoffice.com/)

7755 Center Ave, Suite 800  
Huntington Beach, CA 92647

<https://www.linkedin.com/company/696920> <https://www.facebook.com/appliedbusinesssoftware> <https://twitter.com/TMOsoftware> <https://www.instagram.com/themortgageoffice/> [mailto:support@themortgagoffice.com](mailto:support@themortgagoffice.com)

Copyright © 2025, The Mortgage Office®