[.green-span]Transforming the Borrower Journey with New Borrower Platform Templates[.green-span]

Beth Gunn

•

September 18, 2025

Every interaction with a borrower shapes their journey and impacts how they view your brand. That’s why we’re introducing Borrower Platform Templates, designed to give you the tools to create a smooth, consistent, and engaging borrower experience from the very first click. With greater flexibility and customization, you can guide applicants seamlessly through the process while ensuring your platform reflects the unique value your business provides.

Strategy

Technology

Marketing

Full Control Over the Borrower Platform

‍

With Borrower Platform Templates, you can:

Create custom templates tailored to your brand and the financial products you offer
Apply one template across multiple workflows, ensuring consistency and reducing setup time
Easily manage and edit templates within your Underwriting Settings, with an intuitive builder to configure your platform’s look and feel

‍

Engage Applicants with AI and Custom Tabs

‍

This update also brings new tools designed to help capture attention and guide applicants:

AI-Powered Homepage: Add an intelligent assistant to your welcome page that can capture applications or provide instant guidance, even before applicants log in
Custom Tabs: Highlight new products, provide FAQs, or even add non-loan offerings through flexible custom tabs. With options like text, images, buttons, or tiles, you can create an engaging experience that goes beyond standard loan workflows

These additions make your Borrower Platform not just functional, but also an effective tool for conversion and education.

‍

Where to Find It

‍

You’ll find the new Borrower Platform Template builder under User Settings → Underwriting → Borrower Platform. From there, you can create, customize, and launch templates directly into your workflows.

‍

Smarter, More Consistent Workflows

‍

Once you’ve created a template, you can:

Select it when generating Borrower Platform links for deals
Embed it seamlessly through integrations
Set a default template at the workflow builder level, ensuring no deal is left without the right borrower experience

This guarantees your applicants enjoy a consistent, branded journey every time they interact with your platform.

‍

The new Borrower Platform Template feature isn’t just about customization, it’s about empowering you to deliver better borrower experiences with less effort. From AI-powered guidance to versatile custom tabs, everything is designed to help you attract more applicants and guide them with confidence.

Ready to elevate your borrower experience? Explore Borrower Platform Templates in your Lendflow dashboard today.

‍