Generate and Sign Documents in Minutes

Create Loan Documents

const documents = await portola.documents.generate({
  loan_id: "loan_abc123",
  documents: ["loan_agreement", "apr_disclosure"],
  signing_options: {
    embedded: true
  }
});

Instant Document Generation

Auto-generate loan agreements, disclosures, and custom documents from templates in seconds, not hours.

Embedded Signing Experience

Customers sign documents within your application using iframe embedding. No redirects, no friction.

Multi-Document Coordination

Handle complex loan packages with automatic document bundling and coordinated signing workflows.

Document Performance That Closes More Deals

Document generation time

< 5 sec

Signing completion rate

87%

Time to signature

< 3 min

Legal validity

100%

AlwaysValid

Track document status

app.post('/webhook/document-status', (req, res) => {
  const { loan_id, document_status } = req.body;
  
  if (document_status === 'fully_signed') {
    console.log('All documents signed with legal validity');
    initiatePayment(loan_id);
  }
});

const signedDocs = await documents.getFinalPackage({
  loan_id: "loan_abc123",
  include_audit_trail: true
});

Legal Validity Guaranteed

All signatures meet federal and state e-signature requirements with complete audit trails and timestamp verification.

Complete Document Management

Base64 encoding, secure transmission, and 7-year retention ensure documents are always accessible and compliant.

Network

Encrypted routing distributes loan applications across institutional lenders

Custody

MPC orchestration with policy guardrails and automated approvals

Payments

High-speed payment processing with instant settlement capabilities

Treasury

Policy-based workflows spanning distribution, collection, and escrow wallets

Identity

Comprehensive identity verification and compliance infrastructure for lending

Documents

Streamlined document processing and verification for lending operations

GetInTouch

Generate and Sign Documents in Minutes

Document Performance That Closes More Deals

Products