Data guides
Lender or financing portal: see how much data you have, then export it.
Pick a system to see two things: how to check how much data is in it, and how to export a copy. No form, no sign-in.
Lender or financing portal
Operations & industry
How to see how much data is in Lender or financing portal
- Sign in to each lender or financing portal
- Open Loans, Documents or Statements
- Count active and paid-off loans and documents available
- Note the earliest date available
Record number of loans and documents and years of history.
How to get a copy of your Lender or financing portal data
- Sign in to the lender portal
- Open loan documents or statements
- Download the loan agreement and statements as PDF
- Export payment history
- Request anything missing from the lender
Borrowers can usually download loan statements, payment history and signed documents as PDF from the lender's portal.
Some loan documents are only available on request, so ask the lender for anything that isn't in the portal.
These instructions are written by DataFrenzy from each vendor’s public help pages. Menu names can vary by plan and change over time; the official link on each guide is the final word. Screenshots come from each vendor’s own help pages and videos or, where noted, from third-party tutorials credited under the image; dashed outlines are illustrations, not screenshots. Looking up a size or preparing an export never sends anything to DataFrenzy.