Document upload
Send financial statements and tax returns to a secure file, not an inbox.
Your loan file, without the email chain
Upload documents, see outstanding conditions, review statements and message the lender who owns the relationship.
Lending client portal
A clear service, delivered by bankers
The portal is available to commercial and SBA borrowers. It is the same file the banker sees, with a clear status for every condition and a record of what was submitted.
Next step
Tell us what you need. A banker will reply within one business day with the right person, the documents we need and a clear timeline.
Ask your lender for accessThe service
What is available
Conditions
See what is outstanding and who owns the next step.
Statements
Access loan statements and transaction history.
Secure messages
Keep the conversation with the file.
Draw requests
Submit a draw against an approved line of credit.
Annual review
Track the documents needed for the annual credit review.
Access is relationship based
Your lender enables the portal for the people authorized on the borrowing entity. Access is removed when a person leaves the business or the relationship closes.
What not to send
Do not send passwords, one-time codes or full card numbers through the portal. If a document contains sensitive identity data, the lender will tell you the approved upload path.
Open an account
Your next pension day can be the first clear one.
Most personal applications take about eight minutes. You will get a decision, a routing number for DFAS and a named banker not a waiting list.
River Gem Bank is a California state-chartered bank. Deposits are FDIC insured up to $250,000 per depositor, per ownership category.