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How to Link Multiple Accounts in the Borrower Portal

If you manage multiple loan accounts, you can link them together to view and manage everything from a single login. This guide walks you through the account linking process step by step.

Before You Start

To link an account, you'll need:

  • Account Number for the account you want to link
  • Password for that account

Step 1: Log In and Navigate to Your Profile

  1. Log in to your Borrower Portal
  2. You'll land on the Overview page showing your current account information

  1. In the upper-right corner, click the profile icon to open the menu
  2. Select Manage Your Profile

Step 2: Access the Manage Linked Accounts Section

Scroll down to the Manage Linked Accounts section. If you've already linked accounts, they'll appear in the list here.

Step 3: Add a New Account

  1. Under Add New Account, enter the Account Number you want to link (e.g., CONV-02)

  1. Enter the Password for that account

  1. Click Link New Account

Step 4: Confirm the Link

After clicking "Link New Account", you'll see a success message: "Accounts were linked successfully"

The newly linked account will now appear in your Manage Linked Accounts list, showing:

  • Account Number
  • Name
  • Email
  • Primary Asset
  • Unlink option

Step 5: View All Accounts on Overview

Return to the Overview page. You should now see separate cards for each linked account, displaying:

  • Current balance
  • Account number
  • Next due date
  • Last payment information
  • Make a Payment button for each account

Key Features

Managing Multiple Accounts

  • Link as many accounts as you need
  • Each account maintains its own payment history and documents
  • Switch between accounts seamlessly from the Overview page

Unlinking Accounts

  • To unlink an account, go to Manage Your Profile > Manage Linked Accounts
  • Click the Unlink button next to the account you want to remove

For Lenders

  • This same process works in the Lender Portal
  • Follow identical steps to link multiple lender accounts

Need Help?

If you encounter any issues linking accounts or need assistance:

  • Verify you're using the correct Account Number and Password
  • Ensure the account you're trying to link is active
  • Contact your loan servicer for support