If you are a Broker working with YouLend, there are multiple ways to manage this operationally.

Non-Integrated / No-Code

YouLend provide every partner with access to their own Partner portal. Brokers can use this portal to submit fully packaged applications to YouLend on behalf of their merchants.

We would recommend reading our Viewing and Submitting Leads guide to learn about submitting leads via the Partner portal.

Most of our broker partners use this option when going live with YouLend, as it requires no technical build, and partners can start referring merchants within ~1 week.

• The entire broker / merchant journey is contained within YouLend hosted screens
• The YouLend Partner portal can be used for reporting on current leads/applications and for live performance on cash advances