[.green-span] Own Your Offers with Lendflow’s New Offer Customization Features [.green-span]

You asked, we listened. We’re thrilled to introduce two new features that enable more flexibility for our Lending Partners and a better experience for our merchants. Offer Customization brings a new level of flexibility and transparency to how funding offers are created, managed, and displayed across the Lendflow platform. Whether you're a lender, broker, or tech partner, this update was designed to help you tailor your products to better match your operational flow and customer experience.

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Offer Customization

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With Offer Customization, users can now define the unique characteristics of their loan products, including a custom product name, category (formerly known as “product type”), and product description. Want to call your product “SBA Loan” instead of a generic “Term Loan”? You can. Prefer “Working Capital Advance” over “MCA”? No problem. These small but significant changes help make offers more relevant and understandable both internally and externally.

Offer Customization also allows you to select and organize the offer fields that appear in the Workflow for each custom product. Choose exactly which metrics matter—like offer amount, payback, term, or frequency—and hide unnecessary ones. You can even rename fields (e.g., changing “interest rate” to “APR”) for consistency with your internal language or borrower expectations. This gives you the ability to align how you view deals with how you communicate them.

Even better, field visibility can now be controlled independently across internal users and merchant-facing views. For instance, if you want to track “Commission” in WFL but not show it in the Borrower Platform , you can do that with a single toggle. You can also prioritize what fields are shown in the main or extended views, ensuring applicants only see what they need to.

Each funder’s block now allows for a unique custom product setup. If you don’t add a custom product, the system will fall back to default templates like “term loan” or “equipment financing.” When custom products are added, syncing to the funder’s Workflow Builder template and selecting the relevant funder product ensures seamless automation and accurate data mapping throughout the workflow.

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Dynamic Offers

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Another game-changing component is the addition of Dynamic Offers. With this, merchants can now view multiple offers for the same product from a single lender in a grouped, easy-to-read format. This helps streamline decision-making and improves transparency for applicants. You can choose up to six “primary” fields to highlight up front and show additional details in the expanded view—maximizing clarity while keeping things clean and simple.

This update also includes enhancements to the Offer, Placement, and Funded stages within WFL. Users will now see cleaner UIs, product-specific columns, and more intuitive steps for setting up and managing placements. Automation settings and Scorecard Builder have also been updated to align with the new product field logic.

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A Better Solution for All

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In short, the new Offer Customization feature gives you complete control over how your offers are built, displayed, and delivered and Dynamic Offers enables lenders to create a better offer experience for merchants. Both of these additions make the funding experience more accurate and efficient for all parties.

‍Ready to start customizing? Current customers can login or schedule a call with your Customer Success Manager to learn more.

If you’re new to Lendflow, schedule a call with our team to see the benefits of the Lendflow platform and how features like Offer Customization and Dynamic Offers can change the way that you fund.

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