Best for teams that are
- Lending teams needing a simple, login-free portal for non-technical borrowers
- Mortgage brokers wanting automated document collection without complex LOS setup
- Agencies or teams requiring a white-label portal to manage client tasks
Skip if
- Large enterprises needing deep, native core banking integrations
- Lenders requiring built-in credit underwriting or risk modeling engines
- Teams needing a full-stack Loan Origination System (LOS)
Expert Take
Our analysis shows Motion.io (now LaunchBay) significantly reduces borrower friction through its loginless 'Magic Link' technology, addressing a primary pain point in document collection. Research indicates the platform combines the ease of use of a modern consumer app with the rigorous security of SOC 2 Type II compliance, making it a standout choice for agile lending teams. Based on documented features, it effectively replaces disjointed email threads with a secure, audit-ready portal.
Pros
- Loginless 'Magic Link' client access
- SOC 2 Type II compliant security
- Automated document collection & reminders
- Built-in electronic signatures
- Unlimited clients and projects
Cons
- Per-user pricing scales poorly
- Relies on Zapier for LOS integration
- White-labeling requires higher tier
- Rebranding to LaunchBay may confuse
- Time tracking gated to high tier