Introducing Financeit Direct

Send your customers self-serve loan applications

Self-serve application forms
Customers can complete our online application form in private, on any device. We’ll email you as soon as they apply.
Application links for your website
Add an application link to your website or social media page to get customers pre-approved and generate new business 24/7.
Customized application experience
Customize the application experience with your your logo, contact information, and business hours.

Send your customers a secure application link by choosing the Send By Email or Text option when you start a new loan application.

Private document uploads
Customers can submit documents to Financeit directly so you don't have to worry about asking for sensitive personal information. Invite them to get started any time, whether they applied online or in-person.
Optimized for mobile
Customers can upload documents (like void checks) with their smartphone cameras and sign loan agreements with the touch of a finger.
Secure customer login
Customers can log into their Financeit account any time to track the progress of their application and upload documents.
Easy-to-use customer checklist
We’ll send your customer an easy-to-use online checklist with instructions about how to submit their documents.
Documents tracking at a glance
Track the status of customer-submitted documents with progress alerts at the top of every loan step.
Financeit customer follow-up
If anything comes up after a customer submits a document, we’ll get in touch with them directly and keep you in the loop.

You can invite your customers to submit their own documents any time. Just look for the Send Invitation button at the top of every loan step.