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The Finbl platform

Configure the platform.
Connect the operation.

Finbl gives lenders one configurable operating layer for customer journeys, decisioning, servicing, communications, reporting and control.

See Finbl in action

Built to configure

Shape Finbl around
your lending model.

Products and policies change. Finbl keeps the core platform stable while giving teams controlled ways to configure the customer experience, operational process and information they need.

Journey builder

Configure the steps, fields and customer routes used across different lending products.

Visual workflows

Connect events, conditions and actions in processes that remain visible to operational teams.

Configurable data

Create fields, options, flags and statuses around the way each lender operates.

Communications

Use reusable email, SMS and letter templates inside customer and operational workflows.

Reporting

Build dashboards, operational reports and regulatory returns from connected platform data.

Integrations

Connect bureau, Open Banking, payment, messaging and identity providers without fragmenting the file.

Customer journeys

Design every step.
Keep every route controlled.

Build different journeys around products, channels and customer needs. Add fields, signing, Open Banking, payment authentication and decision stages without rebuilding the application experience.

Reusable fieldsConditional stepsProduct routes
Application journeyPersonal Loan
Active
01Apply6 fields
02RegisterSecure account
03Further information12 fields
04Open BankingRequired
05DecisionAutomated

Visual automation

Build processes people
can understand.

Turn operational intent into visible workflows. Trigger activity from customer and account events, apply conditions, and route the outcome into actions without hiding the process in code.

TriggerEvent or schedule
ConditionField and rule checks
ActionTask, message or update
TriggerAgreement signed

When a customer completes document signing

ConditionDocument name

Equals Loan Agreement

ActionUpdate application

Set application status to agreement_signed

ActionCreate task

Assign payout review to the operations team

Workflow details
Compose emailPayment method request
ToCustomer (richard@example.com)
TemplatePayment Method Request CPA
SubjectPlease authenticate your card
BI↗≡

Hi {{customer.first_name}},

Please securely authenticate the card you would like to use for future repayments.

Add your payment method

Kind regards,
Finbl Lending

Attach from activity Send email

Communications

Make every message
part of the process.

Create reusable email, SMS and letter templates with live customer and account fields. Trigger them from journeys and workflows while keeping the resulting communication attached to the file.

Dynamic contentInsert customer, application and loan values.
Documents and linksInclude signing, Open Banking and payment requests.
Complete historyKeep sent communications and attachments visible.

Reporting & insight

Turn live operations
into usable insight.

Build dashboards and reports around the measures that matter to each team. Combine configurable widgets with operational, accounting and regulatory reporting from the same underlying data.

Custom dashboardsReport builderFCA returnsLedger reporting
Applications
128
Approved
84
Funded
£182k
Application trendVolume by month
Last 12 months

Connected foundation

One platform.
A complete record.

01
One customer record

Applications, loans, communications, documents and activity remain connected as the relationship develops.

02
Controlled configuration

Permissions, versioned engines and audit history keep change visible while teams adapt the platform.

03
API-ready architecture

Direct journeys, aggregator traffic and third-party services can operate through the same governed platform.

See the platform

Bring lending
together.

Show us how you operate and we’ll show you how Finbl can support it.

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