Doc AI

We have a new client using Doc AI. We were able to get them integrated in just a few hours. There will be a Customer Story minted sometimes in the next few days. This company is all about account switching. Bringing more deposits to banks with the least amount of pain for end clients.

As the equity and real estate marketing is an all time bubble, regular folks are rushing to seek yield elsewhere. Be it in Gold, Silver or Crypto, there’s a good amount of people moving into dollar denominated assets such as high yielding savings or Certificate of Deposit accounts. This company is all about that.

The starting point of that journey often comes with scanning a bank statement. This firm has tried to build an infrastructure themselves and finally was referred to us by one of our partners Pave. 

We immediately jumped into action and helped them with all their end points. From initial contact to contract, we took about 2 days. This experience made me realize what LendAPI is really about. We help solve problem without all the non-sense and that’s what drives us forward.

If you want to experience the magic of document scanning technology, please visit us at https://www.lendapi.com/doc-ai or MyOCR.ai. Right now we are offering a low monthly commitment. Come and join us or write to me at info@lendapi.com.

Credit Unions

Next week, we are invited to attend the Curql Collective webinar. I’ve been working on this presentation for the past few days now with our graphics department. I will attempt to tell a personal story and give the 80+ credit union attendees a brief overview of our platform. Our Loan Core now extends all the way to Loan Management Systems, we called it, Embarc. We now have the capability of launching new credit products as well as managing those credit products on behalf of credit unions.

On Nov 2nd 2025, we have also been invited to pitch at VentureTech conference in Frisco, TX. There, we will be on stage pitching to hundreds of credit unions live. It’s also a competition but as you know, we already won the “Best of Show’ at Finovate Fall 2025. We are just happy to be part of the action with some other really awesome companies there to present. I can’t wait. 

“Freedom to Create” Tour 2025

Just when I thought the tour was coming to an end, we are kicking it into high gear at Money 20/20. 

Sam, Eric and myself are grazing the grounds in Las Vegas and hosting parties with two of our friends, Spinwheel and Edge! We can’t wait to see those folks in person and have a grand old time celebrating our industry and our successes. And you saw that right, Sam, my co-founder and CTO will be making an appearance! Can you believe that, the man himself will come out of his coding trance and relax a little. Sam deserves all the credit for our successes!  

I am going solo on the next leg of the tour right after Money 20/20. I am headed back to Frisco, TX to attend the VentureTech conference where we will be presenting on stage amongst 12 other startups! I can’t wait to show folks what our platform can do for our credit union friends.

We are now busy planning for next year. In January, we will be meeting with our South East Asia partner NxtGen Pay in Singapore to discuss what we’ve accomplished in 2025 and setting an agenda for the next five years. We are pleased to have Kaustuv Ghosh, CEO of NxtGen Pay to be our staunch partner for years. We can’t wait to see you.

LendAPI Platform Update - v3.0.4 Preview

We are constantly innovating and we have another release being worked on and ready to ship in less than two weeks. Here are some of the major items I am anticipating to be shipped in our next platform release.v

SMS/Email Template 2.0

• We released our SMS functionality last month and we want to improve upon it with feedback from our clients. So, we are doubling down on making SMS templates even more robust so actual administrative users can just select a template and hit the “send” button. While we are at it, we might as well redo the email templates while we are at it.  

Optimization (Pricing Engine and Rules Studio)

• We are optimizing the browsing speed and listing features when you enter key areas such as our Pricing Engine and Rules Studio. The initial load time to see all of the pricing and rules are adequate but we aren’t happy. We diverted more resources to speed things up even more.

Client Launches

• Some of you guys know that we are working with the latest eyewear manufacturer in the world. And we are going into test mode for 3,000 of their retail branches in a few weeks. We want to make sure that this is a smashing success for our partners. To read more about our retail point of sale financing platform, please visit the Retail Financing Experience, here. If you want to implement a state of the art retail experience, please contact us and we will set you right up.

• We are also working with one of the biggest Credit Union as well and pushing them forward for a December 2025 launch. This is a C2C2B2C (Credit Union to Credit Union to Commercial Client to Members) setup, which makes it ever more complicated and we are the only shop around that can take on this challenge. 

LendAPI Partner Podcast

Yours truly is going to take over the Podcast duty and I’ve lined up a few of our clients to speak on the podcast. This will be the first time I am hosting anything related to podcasts and I am a bit nervous. I need to sort out all the tools and such. But there’s definitely enthusiasm from the crowd to come onto our LendAPI Partner Podcast. I will get them scheduled.

We do have one more episode from our former podcast host Rutger. He’s great isn’t he? Let’s listen to the latest episode here:

LendAPI Partner Podcast with Jay Bhattacharya, Head of Strategic Partnerships at Veem

If you want to hop onto our Partner Podcast, please DM me. I am easy to find.

What’s Next?

Lead Generator Control 2.0. We will begin to work on this next week. We can’t wait to have the most detailed Lend Generator Control panel for our lenders to use.

Report Builder 2.0. We are going through some intense testing on this report builder. I am as frustrated as you are that we haven’t gotten this out  the door yet, but I promise that I will haggle that team daily next week to get this up and running as soon as we can.

SMS Platform 2.0: We will have brand new templating out in our v3.0.4 in the next few days. This will hold you guys over until we start working on 3.0 which will send links to incorporate live calls. Stay tuned.

Lender Control Panel 2.0: We are finalizing the design for this and it’s the next big thing on our agenda to work on as far as our Loan Core platform goes. This will be the last biggest item to complete the entire LendAPI LOS features and functionalities. Until something else comes up of course. 

About LendAPI

LendAPI is a comprehensive Loan Core that helps banks, credit unions, fintechs and retailers to launch any embedded finance products instantly. Start a free trial at www.lendapi.com. Follow us on Linkedin.