Setup Your Account
Registering for an account is free, but you will need to pick one of our paid plans in order to go live. If you have any questions or need different plan conditions, you can contact our sales team.
Configure your program
Lendflow’s services can be completely white-labeled putting your brand front and center from application to funding.
Customize your application widget
The widget branding is fully customizable. Add your brand’s colors and logo in the Customize section of your portal, and it will automatically be updated wherever the widget lives.
Email Integration
The Email Integration allows our funding advisors to communicate from an email address based off of your email domain
agentname@capital.yourdomain.com
Configure email integration:
1
Add a TXT record in your domain registrar (DNS)
2
Add MX records in your DNS (instructions below)
3
Enter the following records into your DNS for DKIM authentication
Once you have your account set up we will provide detailed instructions with unique TXT records.
Implementing the application widget
The application widget can be placed anywhere you want your customers to access capital. Within your product, it can be placed in your checkout, invoicing section, or on a landing page. It’s just a quick copy and paste.
Implement application widget:
1
Copy the unique code snippet from the “Frontend Integration” found in the Integrations section of our the Lendflow portal.
2
Paste the code snippet before the </head> tag on every page you would like your widget to appear.
API Setup
This operation of submitting the application can also be done through our extensive API, and this step can be found here.
We're always improving and adding to our API functionality - contact us to learn more about everything you can do with it.
We're always improving and adding to our API functionality - contact us to learn more about everything you can do with it.
Launch your program
You can launch your program whenever you are ready, but Lendflow is here to help you develop and execute on your go-to-market strategy.
Configure email integration:
In-product mock-ups to help visualize and plan the customer experience
Marketing copy for initial email and social media push
Marketing design collateral
Webinar support to educate customers on small business financing
And more!
To learn more about how we can help you, book a meeting with our team here.
