Not only will the new Agent Dashboard 2.0 enable our clients to quickly look through applications at any stage, we’ve built even more functionality, filters and search capabilities. We think that you will enjoy the new agent dashboard. We’ve dedicated a special page for the launch of our Agent Dashboard, check it out here.

The new dashboard also set up a structure for us to grow. We have a slew of new product features on the roadmap where they can fit into the new dashboard framework nicely. Some of these new features are related to customer texting functionality which we will be making available in the next few weeks.

This week, we are also in New York City for the NYC Techweek which we met with partners, banks and venture capital partners to grow our company to the next stage. We are grateful for the organizer and our potential partners giving us the time and the space to chat.

Lastly, we want to thank our alma mater, TechStars for giving us their office space to work all throughout the week. Thank you guys!

Our Internship Week starts Monday at LendAPI. We have engineering and business students from all California universities such as UC Irvine, Berkeley, CSU Fullerton to join us for the 2025 Summer Internship Program at LendAPI and we are thrilled to show these students our platform, the way we work. We are also excited to learn from these students and create a deeper and long lasting relationship.

LendAPI Partner Podcast

We have some new guests lined up to get recorded and Rutger is busy getting the episodes done. For now you can watch one of the older episodes and this one is a gem from Bennet at Equifax.

Podcast with Bennett Krieger, Director of FinTech Lending at Equifax

If you’ve recently joined our FinTech Marketplace and would like to come on to our Podcast, please reach out to Rutger van Fassen to get scheduled. It’s a completely free podcast provided by LendAPI as a platform to talk about your product and services.

We also create a slack community for all of our friends to chat amongst themselves. Come and join our conversation and we would like to hear from you. If you want to connect with other fintech executives, please join our free LendAPI Marketplace Slack Community.

LendAPI Academy

Please enjoy one of the previous episodes from our series. Kurt Weiss from Mastercard is speaking on the latest trends on identity verification and fraud.

LendAPI Partner Podcast with Kurt Weiss, Global VP of Products at Mastercard Identity

There are tons of other episodes covering just about all aspects of our platform, you can watch them one by one here.

LendAPI FinTech Marketplace

We’ve onboarded several new marketplace members this past week and here are some highlights.

LendAPI FinTech Marketplace - Risk Modeling - Atlast DataWork

LendAPI FinTech Marketplace - Cashflow Analytics - ScoreMyCash

At the moment, we have close to 240 members to our FinTech Marketplace. There are tons of businesses being done through our marketplace and we are excited to have these new members join us this past week. We will publish a FinTech 250 infographics after we’ve achieved that milestone and celebrate everyone then.  

If you would like to join our marketplace, please reach out to us at info@lendapi.com.

LendAPI Platform Release Notes - v2.9.3

Agent Dashboard - Update

• We have a brand new Agent Dashboard that replaces the previous Application view. This new dashboard contains brand new filters for you to quickly pin down the application groups with various status and other critical application related fields.

• We expanded the design elements and language to be more congruent to the overall new design guideline of our platform. You will see major updates in the user interface of the Agent View with paddings and margins that conveys modernity.

• We have a new way of viewing Applications that has more elements coming from Lead Generators as well as Tenants. These two marketing channels has specific data elements that the traditional applications come organically.

• We have a brand new way for you to search applications with the new Agent Dashboard. These search functions contain adjustment filters for you to have more relevant search with pinpoint accuracy.

• We have a brand new way for you to assign applications and assign them to individual analysts. We have a new way for you to assign applications within a tenant as well. We can assign applicants to an individual or a team.

• We are paving new ways for future interactions by laying down foundational changes such as adding a right panel that will allow agents to trigger additional outcomes and setting the platform ready for future functionality from the right side panel. The right side panel is also a design element that’s comforting to the new LendAPI Platform Design Language.

• We also added a new Expand and Collapse All button on the left side paneling. Whenever appropriate, the expand and collapse button will give the agents more real estate to conduct their work and hide unnecessary information to avoid information overload.

• We’ve expanded the Underwriting section of the Agent View. We now have an independent tab for Underwriting decision outcomes for quick navigation and decluttering the main agent view dashboard landing page.

• We also have a brand new Offers tab which is the natural outcome of an underwriting decision. This tab, similar to the Underwriting tab, works independently and displays only offers that the particular applicant has received. The user interface has been updated for this release.

• Compliance is the forefront of our platform, application activity tracking is a hallmark of our system. Each interaction by analysts or our platform is tracked and displayed in the new History tab. We also added a brand new consent tracking mechanism as well in the new History tab.

• We added a new cursor hovering state to the new Agent View. This will give pointers and display additional information as the user’s cursor hovers over columns.

• We’ve updated all of the call to action, CTA buttons to all of the pages to convey the new LendAPI Design Language. This updated UI looks refreshing and conveys confidence.

• And speaking of confidence, we also updated the modal design confirming application status changes from Approve to Review to Request Additional Documents and to Decline. These design elements are now conforming to the new system design language.

• And finally, we redesign the list view as part of the Agent View 2.0 release. This new list view contains new columns, new design elements and new UI. We hope you will enjoy these updates. Did we also mention that we've greatly improved the responsiveness of our application view by a wide margin. We know you will love the snappiness and reactiveness our new Agent Dashboard feels.

Data Integration - Updates

• We added even more variables to the Equifax Commercial APIs, and mapped additional BMA Add-On Products for Equifax’s clients.

• We’ve changed the name of one of the Equifax Commercial reports from Equifax Business Profile Report to Equifax Business Principal Report.

• We’ve also integrated Answers Etc., QA environment for us to conduct more thorough testing between our platforms.

• We’ve also added more TransUnion variables from the CRS connectivity.

Contract Builder - Update

• We continue to update our newly launched Contract Builder by adding a new contract signer certificate in PDF formation with date time stamp as well as IP Address along with all consent and displeasure certificates.

• We’ve updated a few UI elements from the previous release to make the design tighter and more fitting to our platform design elements.

• We also added more intelligent warning messages for the contract designers to let them know if variables in the system are missing while they are composing the contract.

• We’ve also updated the version control for published contracts in the Contract Builder section of the platform.

Pricing Engine - Update

• We brought back the child-parent relationships in the Pricing Engine so we can utilize this connectivity for more circuitous pricing calculations. 

• We also added an “In” operator in the Pricing Engine to allow for even more flexibility and complex pricing calculation involving lookups and arrays.

Overall Platform - Update

• We’ve integrated GoHighLevel into the LendAPI Platform to allow for more sales and marketing automation.

• We’ve improved our UI automation testing by validating SSNs in our testing scripts. This is for internal use but these improvements will helps us conduct more testing before releasing any additional features in our up and coming release.

What’s Next?

We are still working aggressively to launch our Application 2.0 or Agent View 2.0. There are a ton of features coming to our platform including two way texting and telephony integration with Five9.

We are extremely excited about the up and coming model hosting features as well and we would like to give our lenders even more flexibility when it comes to controlling your PMML and Pickle files from Python.

About LendAPI

LendAPI launches any financial products instantly. 

Follow us on Linkedin, X, YouTube, and check out our Decision Engine, Product Studio, Underwrite AI and Model Runtime Service. We also have regularly updated content at LendAPI Academy, Podcast, and our Weekly Newsletter. Introducing our new community Marketplace Slack Community.