Guides: Lending
Embedded Invoice Financing for B2B Platforms
How B2B platforms embed invoice finance without losing track of roles, controls or receivables data.
Loan Servicing Migration: Schedules, History and Balances
A loan balance can match after migration while its repayment schedule or transaction history is wrong.
Loan Servicing Platforms Compared: Rules and Vendors
What a loan servicing platform does after funding, which federal rules apply, and how nine vendors compare.
Lending for SaaS platforms: three ways to offer credit
Three ways a SaaS platform can offer credit: white-label capital, referral, or its own bank program.
Embedded lending: models, lenders of record, rules
Credit inside software a merchant already uses: the models, the lender of record, and the US rules.
Best loan origination software: 8 systems compared
Eight loan origination systems compared on loan types, clients, API docs and published pricing models.
How to choose a loan origination system: seven checks
Seven checks for choosing a loan origination system: scope, handoff, integrations, compliance, pricing, APIs, exit.
Loan origination software comparison: four platforms
Four loan origination platforms side by side: loan types, clients, regions, pricing model and API docs.
POS financing platforms: how point-of-sale lending is built
How a POS financing platform matches shoppers to lenders, who the lender of record is and which rules apply.
Embedded lending platforms: six providers compared
Six embedded lending platforms compared on who makes the loan, how it is funded, where it runs and what is published.