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Lender Network

The Lender Network determines which available funders your organization can use in its Lendflow workflows.

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Open the Lender Network

  1. In the Lendflow Dashboard, select your profile in the lower-left corner.
  2. Select My Organization.
  3. Open the Lender Network tab to view the funders available to your organization.
Organization users can view the Lender Network but cannot change its funders directly. Contact your Lendflow Customer Success representative when you need to add or remove a funder.
After funders are configured, they become available for placements in Workflow Builder.
A funder is available in the Placement stage of a Workflow Builder template when your organization, or both Lendflow and your organization, is responsible for completing that stage.

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FAQ

Select your profile in the lower-left corner of the Lendflow Dashboard, select My Organization, then open the Lender Network tab.
Organization users can view the configured funders but cannot change them directly. Contact your Lendflow Customer Success representative to request a change.
Configured funders can become available in the Placement stage of Workflow Builder and when configuring Scorecard templates.
Confirm that the funder is part of your organization’s Lender Network and that your organization is responsible, either alone or with Lendflow, for the Placement stage.

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Next steps

Placement Stage Selections

Configure the funders and placement options used in a Workflow Builder template.