The borrower portal lets your borrowers submit loan requests directly to you online. Once configured, you share a single web link, and borrowers can choose a loan, fill in their details, upload documents, and send their request straight to your Lendbox dashboard for review.
This guide covers setting up your portal — domain, account requirements, fields, and documents — and reviewing the loan requests that come in.
Part 1: Configure the Portal
Step 1: Open the website configuration
In the left navigation panel, click Configure Website to access the main settings for your borrower portal, then click Configuration.
Step 2: Choose your portal web address
Choose your portal's web address. You can either use a free Lendbox subdomain or connect your own custom domain. Enter your preferred name and click Save. This is the link you will share with borrowers so they can submit their information and request loans.
Step 3: Decide on borrower accounts
Decide whether borrowers need to create accounts on your portal:
If you enable account creation, borrowers can log back in any time to check their loan status, view repayment schedules, and track their history.
If you disable it, borrowers can submit loan requests much faster, with no sign-up required.
Choose whichever works best for your business.
Step 4: Set the required fields
Toggle which fields borrowers need to fill in when requesting a loan. You can also choose whether next of kin details are required, and how many.
Step 5: Specify required documents
Specify which documents borrowers must upload with their loan request — for example, national IDs, pay slips, or bank statements.
Step 6: Save your settings
Once everything is set up, click Save.
Part 2: The Borrower's Experience
When a borrower visits your portal URL, they can start a loan request right away. They:
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Choose their loan amount, duration, and product, and preview the repayment schedule and any associated fees.
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Fill in their details and upload any required documents to proceed.
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Optionally add collateral information along with their request.
Part 3: Review Incoming Loan Requests
Step 7: Open the Approval Center
Back on your Lendbox dashboard, click Approval Center in the left navigation panel.
Step 8: Select a loan request
Select the loan request you would like to review.
Step 9: Review the request
Review everything about the request — the loan terms, borrower details, collateral, and uploaded documents.
Step 10: Decide on an action
Choose what to do with the request. You can approve it, reject it, or request more information from the borrower. If you request more information, the borrower is notified to update their submission.
Done
You have learned how to configure your borrower portal — setting your domain, account requirements, fields, and documents — and how to review incoming loan requests from the Approval Center.