Merchant Portal: Unlock More Sales with Financing

The Flex Merchant Portal is your centralized hub for managing customer financing, boosting sales, and growing your business—all in one easy-to-use platform. Whether you’re a contractor, dealer, or service provider, our portal is designed to make offering financing simple, fast, and effective.

How Flex Empowers Merchants?

Increase Conversions & Sales

Offer instant financing at checkout. Reduce abandoned sales and affordability concerns. Give customers access to flexible, easy-to-approve financing options.

Seamlessly Manage Financing & Transactions

Track loan applications and approvals in real time. Customize financing promotions to drive conversions. Generate reports on financing impact and sales growth.

Enhance Customer Engagement

Notify customers of financing options and special offers. Offer personalized loan promotions to drive repeat business.

Manage Customers and Deals

Easily view customer information, application history, and deal progress. Send reminders, upload required documents, and stay in control at every stage.

Track Customer Applications

Send customers a personalized application link to start the financing process on their own. Once submitted, you can track the status of each application in real time—from prequalification to approval—all within your portal.

Present Offers Instantly

Access a network of top-tier lenders and present personalized loan offers to your customers on the spot—online or in-store.

Key Features

Start New Application

Simple workflow to initiate a customer financing request

Precheck Flow

Instant soft-pull prequalification and offer presentation

Loan Offer Management

View, compare, and select available loan options

Track Application Status

Real-time updates on approval, funding, and follow-ups

Merchant Benefits

Flex is built to fit into your existing banking environment

Increase Conversions

Close more sales by offering financing that meets every customer’s needs

Access Trusted Lenders

Tap into our network of lending partners with flexible credit programs

Streamline Workflows

Manage everything from applications to final payout in one place

Boost Customer Satisfaction

Deliver a seamless financing experience from checkout to funding

Start Offering Finance Today.