DOCUMENTATION

Onboarding

Invite clients, configure your onboarding portal and track their progress.

Sending a client an onboarding inviteSend a client a secure link to complete their loan application online by email or SMS, then track their progress and resend it from the deal.
Sharing your application linkCopy your personal application link from the Lend1 sidebar, see what a client does when they open it, and learn who the new deal is assigned to.
Customising your Onboarding PortalChange the steps, questions and branches your clients see in your Onboarding Portal, preview your edits, and share your application links from Lend1.
What your client sees in the client portalSee how clients sign in to your Lend1 client portal, what each page shows them, how long links last, and how to fix the usual sign-in problems.