What Makes Borrower Platform

Stand Out

Embedded eSign and ID Check
Plaid and DocuSign verify identity and capture signatures without leaving your flow, keeping data safe and compliant

Interactive Offer Calculator
A simple slider updates payment amount and term in real time so borrowers understand costs before committing

24/7 Chatbot Assistance
An AI bot answers questions, collects missing docs, and escalates to live chat only when human help is truly needed

Side-by-Side Offer Comparison
Borrowers review multiple offers with rates, terms, and payments in one view and accept the best fit in a click

Guided Self-Serve Uploads
Drag-and-drop any file; the portal auto-matches docs to requirements, flags what’s missing, and confirms when all set

Always-Visible Status Tracker
A real-time progress bar shows borrowers exactly where they are from first application to funds disbursed

Proven Impact on Your Funnel

42% Faster Funding

Doc checks and e-sign shave days 
off the funding timeline

30% Higher Offer Acceptance

Clear comparisons and a live calculator 
boost borrower confidence

25% Fewer Support Tickets

Progress bars and a 24/7 chatbot handle routine questions for you

From Application

to Funding in Five Guided Steps

Borrowers move through every stage of the journey 
without leaving your product

Processing

Documents and identities verified automatically

Closing

Borrower e-signs and final checks complete

Application

Borrower submits basic business info

Offers

Portal displays multiple terms for quick comparison

Funded

The borrower receives the funds in their account

Why Brands and Lenders

Use Borrower Platform

Improve conversion and borrower experience with a self-serve, white-labeled solution

Close More Deals

Borrowers self-serve every task, cutting back-and-forth emails and accelerating approvals.

Keep Users Inside Your Brand

The portal adopts your logo, colours, and domain, reinforcing trust and boosting retention.

Turn Activity Into Insight

Every click, upload, and signature flows into analytics, letting you fine-tune conversion in real time.

Real Businesses, Real Success with Lendflow AI

Andrew Dunn

VP of Financial Products, Levelset 65% More completed loan applications

Frequently Asked Questions?

How long does it take to enable the borrower platform?
Most teams launch in one, two-week sprint: copy one line of code, map webhooks, and style the colors and you're ready to go!

Does the portal integrate with our existing CRM or core lending system?
Yes, Lendflow can initiate the borrower platform & online checkout for an applicant who has been offered terms off of the Lendflow Intelligence platform. With easy connectors into Salesforce, Lendflow can seamlessly map and engage on a simple API transaction.

How is data secured?
Lendflow is SOC II, Type II certified and each customer's data is segregated with individualized user roles and permissioning.

How much branding can we customise?
From colors to individual text components, each part of the product can be customized.

Add a Seamless Borrower Platform

to Your Lending Flow

See how quickly you can guide borrowers 
from first application to final funding.