Introduction to the Partner Dashboard

The Partner Dashboard is the main operational workspace for YouLend partners and brokers. It gives partners a simple way to create, submit, track, and manage merchant funding applications without needing to build a technical integration.

Partners can use the dashboard as a no-code route to go live with YouLend, or alongside an API integration to support day-to-day operations, reporting, and internal teams.

What the dashboard is for

The dashboard helps partners manage the full lifecycle of a merchant application, from initial lead submission through to funded advances and renewals.

Partners and brokers commonly use it to:

Submit new merchant funding applications
View and manage existing leads
Upload supporting documents and bank statements
Send merchants an Open Banking link where available
Track the progress of applications
View funded advances and repayment progress
Download lead, loan, and reporting data
Manage user access and permissions across their team

For brokers, the dashboard is often the primary way to package and submit applications to YouLend. For partners, it can also support operational, sales, account management, and reporting teams after launch.

How it fits with YouLend integrations

The Partner Dashboard can be used without any API build. This makes it a fast way for partners to launch, start referring merchants, and learn how YouLend’s funding journey works in practice.

Partners can also use the dashboard alongside deeper integrations. For example, a partner may use APIs to create leads or receive webhook updates, while still using the dashboard to review applications, check lead status, download reports, or manage operational exceptions.

This means partners can start with a simple no-code journey and add more automation over time.

Key dashboard areas

The dashboard includes several views to support different teams and workflows:

Leads: create new applications, view existing leads, submit documents, and track application progress.
Advances: view funded advances or loans, repayment progress, balances, renewals, and signed documents.
Reporting: monitor funded volume, lead volume, commission, and performance over time.
User permissions: control what each user can view, submit, download, or manage.

Good to know

Every partner receives access to their own dashboard. The dashboard is available in multiple languages and has separate staging and production environments.

For more detail, see: