Client Portal Frequently asked questions
How do I access the Client Portal
Go to: https://finanta.commongoalsportal.com
- Enter your email address and password.
- Forgot your password? Click "Forgot Password" to reset it.
- New client? Your account will be created by Finanta, and you will receive login credentials via email.
How do I create an account?
Accounts are created by our team. You'll receive a welcome email with login instructions. If not, contact customerservice@finanta.org.
I forgot my password. What should I do?
Use the "Forgot Password?" link on the login page to reset your password.
I'm having trouble logging in. What should I check?
Make sure you’re using the correct email address and check for typos. If issues continue, email customerservice@finanta.org.
What is shown on the dashboard?
The dashboard displays a loan summary, including account name, term, type, and total outstanding.
How current is the information?
The portal reflects data from the last business day. Payments may take 2 business days to appear.
What can I see in Transactions?
A detailed log of payments, interest, and fees, filterable by date and type.
Can I export my transaction history?
Yes. Use the "Export to Excel" option.
What does Payment Summary show?
Total payments made, number of payments, and history summary.
What are online transactions?
Online payments initiated through the portal, including status updates.
What is in Loan Summary?
It shows loan number, type, principal, interest, fees, and total balance.
Where can I see my next payment?
Scheduled payments appear here or under Payment Summary.
What information is shown in the account information area?
Your contact info and loan officer's name, email, and phone number.
How do I update my information?
Contact your loan officer or our loan servicing team.
How do I download documents?
If uploaded, documents appear in a list. Click to download.
It says "Document not found for download" – why?
No documents are available for download yet. Contact your loan officer or loan servicing if needed.
What is the Message Center for?
Secure messages from your loan officer or support team.
How will I know if I get a new message?
You’ll receive an email notification.
Can I send a new message?
You may only respond to existing threads.
What is in the Resources section?
Helpful documents, guides, and other resources (when available).
It says "No resource available" – why?
No items have been uploaded yet. Check back later.
What is shown in Loan Portfolio?
A table of all your loans, showing status, officer, balance, last payment, and any delinquency.
What does "Delinquency Days" mean?
Number of days your payment is past due.
When will my payment appear in the portal?
Payments take 2 business days to reflect in the portal.
The portal shows a different balance than expected. Why?
It may be due to processing time or after-hours activity. Wait two business days or contact support.
What if I need to change a scheduled payment?
Submit any change requests at least 4 business days before the payment is due.