[.green-span]New Features for Borrower Platform Customization[.green-span]

When it comes to the borrower experience, a one-size-fits-all approach no longer cuts it. Competition is rising with capital being easier to access than ever before. A process that used to take phone calls, emails back-and-forth with Funding Agents, and long wait times is now technology-first and puts the borrower in the driver’s seat.

At Lendflow, we know the importance of constantly pushing the boundaries of what’s possible to create the most innovative and intuitive experience for borrowers. That’s why we’ve supercharged the Borrower Platform with a full suite of customization tools - giving our partners the power to create branded, compliant, and high-converting applicant journeys from start to finish.

The new customization options enable both lenders and brands to deliver a highly personalized experience for their target audience. Partners can now add unique branding to the Borrower Platform to ensure a seamless flow from application start to finish. Lenders can set custom offer rules to reengage merchants who initially declined funding.

Each enhancement was built with the borrower in mind to create an experience that promotes trust to grow offer acceptance rates.

Now is your opportunity to build a Borrower experience that returns the results you’re looking for. Start customizing today to increase your funded deals and meet your goals.

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Brand It Your Way

With enhanced Branding & White Labeling, partners can now fully align the Borrower Platform with their brand identity. Add your logo, apply brand colors, and tailor text for a seamless user experience—whether applicants visit via your site or click through an email link. This ensures consistency and builds trust from the very first interaction.

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Tailor Every Step

Through Customizable Copy & Stages, partners can modify the language and structure of the funding journey. Rename stages (like “Offer Out” or “Underwriting”), change descriptions, and adjust the order to match internal workflows, compliance rules, or communication preferences. This level of flexibility ensures you remain aligned with both your brand voice and legal requirements.

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Show What Matters

Our Custom Offer Templates & Field Visibility tools give you control over which loan details are shown to applicants. You can rename fields (e.g., “interest rate” to “APR”), highlight the most relevant data, and create templates unique to different funders or product types. This not only reduces applicant confusion but also helps ensure regulatory alignment.

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Offer Smarter Choices

With Dynamic Offers & Grouped Options, applicants can view multiple products or terms in an intuitive layout - via sliders, side-by-side comparisons, or grouped offers. This allows partners to highlight differences clearly, enabling borrowers to make faster, better-informed decisions.

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Empower Your Team

The platform now includes Permissions & Admin Controls so you can assign access based on roles—whether it's onboarding staff, client admins, or super admins. Manage global templates and custom workflows with confidence, while keeping data secure and responsibilities clear.

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Re-engage Declined Borrowers

Why let a “no” be the end of the road? With Custom Workflows for Declined Applicants, partners can set up rules to propose alternatives like credit-builder loans or smaller offers. This dynamic re-engagement increases the chances of turning a decline into a conversion.

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Easy Setup for Every Team

Even if you’re not a tech expert, the Guided Setup & Builder Prompts feature walks you through configuring each part of the platform, making onboarding smoother than ever.

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A Smarter, Faster Setup Experience

The result? A powerful borrower experience you control—without relying heavily on engineering or support. Get to market faster, onboard new funders with ease, and offer a borrower journey that sets you apart.

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Need help customizing your Borrower Platform? Refer to in-app guidance or connect with your Customer Success Manager today.

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