Client Portal
Track your loan application, view your personalized document checklist, and upload files securely. Sign in with the email address you used to apply — we'll send you a one-time link.
Sign in
Enter your email and we'll send you a one-time sign-in link. No password to remember.
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Let's get you started
The portal is for active clients — it opens after we've talked through your deal and started packaging it. Here's how to get on the list.
- 1
Schedule a 15-minute call
Tell us about the deal — what you're buying, what you've got down, when you need to close. We'll tell you on the first call whether it's fundable and which program fits.
- 2
We package and match your deal
If the deal fits, we structure it, build the lender package, and take it to the 2–4 SBA lenders most likely to fund it on your timeline.
- 3
You get portal access
Once we're engaged, we send a portal invite to . Your document checklist, status timeline, and signed forms all live here.
Already a client and think this is wrong?
Check whether you used a different email,
or email hello@helmpointadvisory.com and we'll sort it out.