The Lender Hub
The shared view of every deal for your whole team, without needing the API.
The Lender Hub is the web-based home for your lane: every deal referred to you, in one place, for anyone on your team to work without touching the API or email at all.
What it shows
Your deals on a board by stage: New, In review, Offer made, Funded and Closed. Opening one shows the full picture: business and financial details, the client conversation, any documents received, and the offers your team has already put in front of the client.
What you can do from it
- Move a deal to its stage, see The reply-with-a-status workflow. Dropping a deal on Funded asks for the amount, dropping it on Closed asks for the reason.
- Put an indicative offer in front of the client.
- Message the client directly, including asking for a specific document, see Requesting documents from a client.
- Assign a deal to a colleague, and invite colleagues under Team.
- Create API keys and your personal status URL under Integration, if part of your team wants to connect your own systems.
Signing in
Access is by invitation from your organisation's admin. The board always shows each deal's latest status, including statuses your team sends by email or through the API.
Sign in at capvant.com/lender.
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