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How long does it take to integrate Lenderfit into our process?

Upon signing a master service agreement (MSA), we will arrange a series of remote meetings with the goal of having you fully operational within 4-8 weeks. With emergency programs we have onboarded new clients in less than 1 week.


Do I need to download any software?

Nope, we take care of everything. Simply log-in and you can start creating your first product!


Is there any engineering involved with onboarding?

We didn't like the idea of a 6 month onboarding period, which is often largely due to custom engineering. With Lenderfit, you're in control when it comes to customization. Want to add a new product? No problem! You can get started immediately. We look forward to continual improvement and rolling out new features for all of our customers



Securing Data at Rest

Lenderfit stores data at rest using AES-256, block-level storage encryption. This is the level of protection that banks use to keep your account information safe.

Securing Data in Transit
Lenderfit uses Transport Level Security (TLS) with SSL for all data requests and responses. This ensures network communications are secure for information to be transferred into or out of our system.

Cloud Data Centers
Lenderfit’s cloud data centers are SSAE18 SOC 2 Type II certified meaning their facilities have multiple layers of access controls including onsite security personnel. In addition their Information Security Management Systems have been ISO 27001/27018 certified ensuring high standards for information security processes and industry best practices.

Application Monitoring
Lenderfit uses a History Log for each loan application to track events and communication between the team members and the applicant. The History Log is visible to both the organization's team and to applicants to help ensure accurate records and traceability.

Lenderfit requires strong password standards to be enabled to further protect against unauthorized access. 

Two Factor Authentication

Two Factor Authentication is available for both lenders and their clients.


How does Lenderfit work?

We strive for the most intuitive software possible. Within Lenderfit, users can create new product templates, integrate their own resources, invite applicants to provide information, and track internal steps that are critical to understanding how decisions are made company-wide.

Can I use Lenderfit for Technical Assistance?

Yes! We encourage you to start offering cloud-based technical assistance through Lenderfit. Please request a demo to learn more.


Can I utilize my templates, applications and other materials on Lenderfit?

Yes! You can attach links to existing tools and upload templates to checklist items in Lenderfit.


Is Lenderfit Team Friendly?

Yes, any team member can easily view projects and assist in moving an applicant forward while coworkers are out sick or on leave. Internal notes allow your team to make comments during the application process that are only visible to members of your team.


What is a Product?

A product in Lenderfit is a checklist-style template that will include all steps a client needs to take, examples, resources, and FAQ-style information. Once "live," a product can continue to be edited and optimized based on client feedback. Our framework for managing products allows you to improve your process as you go, and implement user feedback with the click of a button.


What is a Checklist?

A checklist is the client-facing product! While each checklist is based on the product template, each checklist can also be customized to meet the needs of any individual client. Lenderfit checklists are in the cloud, meaning you and the applicant are working on the same checklist at the same time. As your client works their way through a checklist, you'll see in real time the progress made, documents submitted, and messages sent.


What is a Milestone?

Milestones allow Lenders to create more transparency during the application process. Applicants can only work on items up to a set Milestone, however, they can still see what will be required moving forward with the lending process. Milestones allow you to collect information in phases, and pause for various internal review processes. They can also be used to identify any required technical assistance or completion of training activities.


Who can use Lenderfit?

Lenders, grant-makers, technical assistance providers, and their clients.


How many users can use Lenderfit?

The delta between our individual pricing and small team pricing is very close. We want to make it as easy as possible for small teams to afford multiple user accounts. If you’ll need more than 4 user accounts, please email to discuss our enterprise plan.


Can I pull credit through Lenderfit?

We do not currently support the ability to pull credit. You can upload a copy of a report pulled from a third party, or ask for a copy of a credit report from an applicant.


Can I sign documents through Lenderfit?

Yes, we have several options available to collect electronic signatures, including in closing documents.


What forms of payment do you accept?

ACH payment.


When will I be charged?

The total invoice amount is due upon signing.


What if I need support?

Live customer support is available 9am-5pm EST, Monday - Friday (excluding holidays). We will notify you of any disruptions in customer service in advance.

We practice what we preach, so our support is educational and customized to your specific needs (just like your checklists will be!). Screenshots, customized video tutorials, and lived experience from users of the platform inform all support conversations.

What if I need help on the weekend?

A robust support center that includes articles about features, best practices, and use cases can be accessed 24/7.

How do I schedule a call?

Please use our customer support chat feature to seek help. We’ll respond as quickly as possible. If jumping on the phone or a virtual meeting is the fastest way to solve your problem, we’re happy to do so.

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