Onboarding Flow

Onboarding Flow

In this video, we’ll walk you through the LendAPI Tenant feature—what it is, how it benefits your platform, and the step-by-step process of onboarding new tenants. Whether you're new to LendAPI or looking to optimize your platform, this guide will help you get started quickly and efficiently.

What you will learn

What you will learn

  • What the Tenant feature is and why it's used in LendAPI

  • How to create a Tenant Onboarding Product using the tenant-specific template

  • How to customize onboarding forms with tenant variables (like EIN, address, etc.)

  • Limitations of tenant products (e.g., no decision tree support)

  • How to publish and test your tenant onboarding flow

  • How to share your onboarding application with partners or affiliates