Assisted Sales Financing Dashboard
Customer Financing in the Palm of Your Hands (Literally)
Empower your sales team to easily offer financing, manage and approve customers’ applications in real-time through any device. Zero integration required.
Simplify any assisted sales flow
Turn any tablet or terminal into your customer financing control panel.
Zero integration means you can be up and running instantly.
Ideal for anyone who assists customers during the sales process, including showroom salespeople, designers, call center representatives and more.
How the magic happens
Salesperson sends customer financing application link through the dashboard
Dashboard automatically updates in real-time based on customer’s application stage
Once approved by the lender, the merchant can release the funds via the portal to pay for the purchase, in full or stage-based, and the transaction is complete
The customer repays the lender directly based on the financing terms
Control your flow of funds
Your project or product requires stage funding? You gain full control over releasing the funds at each stage through our intuitive sales dashboard.
Cater to every B2B and B2C customer need
Every person has a unique life journey.
There’s the person who needs dental implants.
There’s the couple buying new closets.
There’s the business owner renovating their office.
They all require different financing options.
Our robust embedded lending platform supports them all.
They all require different financing options.
Our robust embedded lending platform supports them all.
Build brand loyalty
Think of us as your secret embedded lending superpower.
The white-labeled technology suite that powers your embedded lending solution from behind-the-scenes, literally putting your customer financing in the palm of your salespeople’s hands.
Branded for you. Streamlined customer journeys. Fully customizable.
Empowering data-driven decisions
From big-picture insights to detailed data drill-downs, our real-time reporting dashboards empower you with actionable business intelligence to make data-driven decisions.
