Assisted Sales Financing Dashboard
Customer Financing Control Panel for Sales-Assisted Flows
Empower merchants’ sales teams to easily offer your financing options through any device. Manage and approve customers’ applications with zero integration required.
Lend via any assisted sales flow
Turn any tablet or point-of-sale terminal into a customer financing control panel.
Zero integration means your financing program can be up and running at any merchant at the drop of a hat.
Ideal for any sales-assisted customer flow, including sales via showrooms, 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 the flow of funds
Stage funding required? Your merchant partner gains 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.
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.
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.
