BusinessOS Pro
Custom business portals & workflow automation

Your business processes, turned into your own software.

We build branded, secure portals that replace spreadsheets, emails and disconnected software with one system for customers, applications, documents, payments, workflows and reporting — without hiring a development team.

See the Loan Broker Portal

Not a website. A custom operating system for your business.

portal.abcfunding.com
128
Borrowers
$18.4M
Pipeline
23
Docs due
Harbor Logistics
Underwriting$1.2M
Maple Dental Group
Documents$480K
Northgate Builders
Offer$2.6M
Cedar Foods LLC
Closing$950K
Bank statements uploaded · Cedar Foods
What we build

Seventeen kinds of portals. One platform underneath.

Client & customer portalsCustomers
Loan application portalsFinance
Borrower document uploadFinance
CRM dashboardsSales
Employee portalsTeams
Vendor & partner portalsTeams
Customer onboarding systemsCustomers
Appointment & schedulingOperations
Invoice & payment portalsFinance
Membership portalsCustomers
Real estate investor portalsReal estate
Property management portalsReal estate
Contractor & job trackingOperations
Insurance intake portalsFinance
Credit repair client portalsFinance
AI customer service portalsAI
Automated lead managementSales
Packages

Pick the size that fits. We'll quote it to your workflow.

Small businesses

Starter Portal

One branded portal with secure logins, a customer database and the forms you use most.

Setup + monthly plan

Growing companies

Professional Portal

Adds document workflows, scheduling, payments and a reporting dashboard for your team.

Setup + monthly plan

Multi-user operations

Business Automation Portal

Multiple roles, automated hand-offs, reminders and integrations across departments.

Setup + monthly plan

Larger organizations

Enterprise Custom Portal

Custom modules, APIs, advanced security and a dedicated build team.

Setup + monthly plan

Most popular

Business Portal Pro

Everything a growing company needs to run customers, documents and payments from one place — live in weeks, supported every month.

  • Custom branded portal
  • Secure login
  • Admin dashboard
  • Customer dashboard
  • Customer database
  • Document upload
  • Automated email notifications
  • Lead & application tracking
  • Electronic forms
  • Basic CRM
  • Appointment scheduling
  • Invoice & payment integration
  • Reporting dashboard
  • Mobile-responsive design
  • Custom domain or subdomain
  • 30 days of post-launch support
Add-ons

Grow it when you're ready.

AI receptionistSMS messagingE-signaturesQuickBooks integrationPayroll integrationCustom APIsCredit reporting integrationAdvanced CRM automationAdditional user roles
Your monthly plan covers
  • Hosting
  • Maintenance
  • Technical support
  • Software updates
  • Workflow changes
  • AI usage
  • Integrations
  • Backups
  • Security monitoring
Who it's for

Built for businesses still running on paperwork and email.

01
Commercial lenders & loan brokers
Applications, documents, underwriting status, lender submissions and commissions.
02
Mortgage brokers
Borrower portals, document collection and milestone tracking.
03
Accountants & tax firms
Document exchange, appointments, invoices and tax status.
04
Insurance agencies
Quote requests, policy documents and renewals.
05
Real estate companies
Buyers, investors, tenants, properties and deal tracking.
06
Contractors
Estimates, job progress, invoices and customer updates.
07
Property managers
Tenants, maintenance requests, rent information and documents.
08
Law firms
Client intake, documents and case-status updates.
09
Daycare operators
Enrollment, payments, parent communication and records.
10
Consultants & coaches
Onboarding, scheduling, resources and payments.
Try it yourself

Click through a portal built for your industry.

Sample data only — tick off checklist items and move records along. Nothing is saved.

B
BrightSmile Dental Portal
Powered by BusinessOS Pro
Booked1
Intake forms1
Checked in1
Visit done1
Pick any patient to open it.
ROI calculator

What are spreadsheets and email really costing you?

Team members handling paperwork4
Hours each spends per week on manual follow-ups, data entry and chasing documents8 h
Average hourly cost per person$35
Share of that work a portal automates60%
Hours saved every month
83
Saved every month
$2,910
Saved every year
$34,917

Estimate based on 4.33 weeks per month. Your results depend on your workflow.

Flagship product

The Loan Broker Portal — a white-label platform for commercial loan brokers.

Each broker gets their own branded portal. Every deal moves through one clear pipeline, and borrowers always know what's next.

  1. 1Lead
  2. 2Application
  3. 3Documents
  4. 4Underwriting
  5. 5Lender submission
  6. 6Offer
  7. 7Closing
  8. 8Commission

Borrower sees

  • Application status
  • Document checklist
  • Upload area
  • Messages
  • Loan offers
  • Closing requirements

Broker sees

  • All borrowers
  • Deal pipeline
  • Funding amount & loan type
  • Assigned lender & deal status
  • Missing documents
  • Expected commissions & follow-ups

Administrator sees

  • The entire organization
  • Every broker's pipeline
  • Funded volume & commissions
  • Team activity & reporting
White-label

One proven master system. Your name on the door.

We don't start from scratch. Your portal runs on our tested platform, customized to look and work like it was built only for you.

+Logo+Colors+Domain+Workflows+Forms+Integrations
A
ABC Funding Portal
Powered by BusinessOS Pro

Let's map your workflow.

Tell us how you work today. We'll show you a live portal, walk through how yours would run, and send a quote for setup and monthly support.

FAQ

Questions about custom business portals

Custom business portals across North Carolina

GreensboroWinston-SalemHigh PointCharlotteRaleighDurhamCaryFayettevilleWilmingtonAshevilleChapel HillConcordBurlingtonGastoniaHuntersvilleApexGreenvilleHickoryJacksonvilleKannapolis