“What do you still need from me?” should be an easy question to answer. Flolend gives borrowers and brokers their own portal, branded as your lending business, so each person sees what is theirs to do and how the deal is tracking.
01 / Borrower portal
Borrowers sign in to a portal in your branding and see a card for each loan, with their progress towards drawdown and the conditions still to complete. Each condition explains what is needed and when it is due.
They can upload documents, confirm acknowledgements, complete forms and set up their direct debit with GoCardless. Anything they submit moves to awaiting review, so your team checks every item before it counts as complete.
Borrowers can also see the broker linked to their loan, and remove or restore that broker’s access themselves.
Click a condition to complete it, or remove your broker’s access.
Complete the conditions below to proceed with your loan.
02 / Broker portal
Brokers see their deals under Applications, Drawdowns and Funded. Each deal shows its stage, the amount, term and rate, how many conditions are outstanding and who to contact at your business.
Opening a deal shows the parties, each condition and its due date, the drawdown amounts and recent activity. If a client is holding things up, the broker can send them a reminder in a couple of clicks.
Brokers upload their invoice on the deal, choose which email updates they receive, and confirm their authority to act for the client before the deal details open.
Switch tabs, search, open a deal and send a client a reminder.
Here is where each of your deals is up to.
When requirements are visible and submissions have a place to go, the next follow-up can focus on what is actually missing. Staff spend less time reconstructing the request from scattered messages, and brokers can nudge their own clients.
Each person sees only what is shared with them. Borrowers see their own loans and conditions; brokers see the deals they are linked to, once their authority is confirmed. Your team decides which conditions are visible and reviews everything that comes in.
Questions
Your team invites them from the deal. They receive an email from your organisation, follow the link and set a password, then sign in with their email and password from then on.
Yes. The portals show your logo, name and brand colour, so borrowers and brokers deal with your lending business.
No. Brokers can see the conditions, follow progress and send reminders. The borrower or the assigned party completes each condition, and your team reviews it.
Yes. Staff can preview either portal as a particular borrower or broker sees it, without signing in as them.
Tell us how you work with borrowers and brokers, and we’ll show you the portals set up with your branding.
