Checkout empowers lenders to define and manage applicant’s post-approval journey, eliminating manual hand-offs and reducing friction during the closing process. By integrating checkout directly into the Borrower Platform, applicants are now guided step-by-step through everything they need to select and complete their funding.

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Why Online Checkout Matters

Closing is one of the most critical - and often most vulnerable -parts of the funding process. Delays, unclear instructions, or disjointed communication can cause applicants to drop off or lose confidence. Online Checkout helps eliminate these pitfalls by providing a guided, cohesive experience that keeps applicants engaged and moving forward. It ensures all data, documents, and signatures are collected accurately and efficiently, reducing back-and-forth and increasing your conversion rate.

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What’s Included in Online Checkout?

The Checkout flow includes four critical components that ensure nothing falls through the cracks:

• Information Collection – Capture any outstanding data from applicants, such as business details or bank account info.
• Document Submission – Applicants upload required documentation directly within the platform.
• Consent & Contract Signing – Allow digital signature for contracts and consent forms.
• Review & Confirmation – Summarize all information and accepted offer details for applicant review.

Applicants can complete each step in any order, providing flexibility while maintaining structure.

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Building Your Checkout Template

Getting started is simple. Within your User Underwriting Settings, navigate to the Checkout tab to access and create new Checkout Templates. Here, you’ll define:

• A template title and description
• Custom headers and step-by-step instructions
• Data collection fields (with PII masking options)
• Required documents, contracts, and consents
• A preview window showing what applicants will experience

You can add sections and customize each step's title, type, and visibility settings to match your specific workflow.

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A Better Applicant Experience

The applicant sees a streamlined, intuitive experience that clearly outlines each step needed to finalize funding. This removes ambiguity, encourages faster action, and builds trust.

Online Checkout is now live and available for configuration. Give your applicants the clarity and ease they deserve while gaining full control and visibility over the final step of the funding process.

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