Borrower Platform

Always Informed

Real-time updates and reminders reduce support needs and boost clarity

Flexible and Convenient

Borrowers can complete uploads and  e-signatures anytime from desktop or mobile

Decisions They Trust

Transparent, side-by-side offer comparison builds confidence and lifts acceptance rates

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

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

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

Application

Borrower submits basic business info

Processing

Documents and identities verified automatically

Offers

Portal displays multiple terms for quick comparison

Closing

Borrower e-signs and final checks complete

Funded

Documents and identities verified automatically

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.

Lendflow’s Voice AI instantly streamlined our outreach process. Instead of chasing leads manually, we were able to engage borrowers faster and more consistently — which made a real difference in our pipeline.

Andrew Dunn

VP of Financial Products, Levelset

65%

More completed loan applications

Lendflow’s Voice AI instantly streamlined our outreach process. Instead of chasing leads manually, we were able to engage borrowers faster and more consistently — which made a real difference in our pipeline.

Andrew Dunn

VP of Financial Products, Levelset

65%

More completed loan applications

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 connectord 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.