See the whole book. Operate none of it.
Every customer, every offer, every dollar out and every repayment. In one dashboard your team can read without anyone on it becoming a lender.
Overview
How your embedded capital program is performing.
Customers
4,182
Offers
1,304
Applications
388
Financings
312
Conversion funnel
From eligible customers to funded.
Eight places to look.
Nothing to run.
The dashboard isn’t a control panel for a lending business you now operate. It’s the window onto the one Slate operates for you.
Customers
The businesses and people on your platform, the base behind every program.
Capital
Overview, offers, applications and financing agreements, each on its own screen.
Credit
Applications and accounts, with facility limits and the current billing cycle.
Pay Early
Advances against wages your workers have already earned.
Branding
Theme the banner, the application and the dashboard, previewed live.
Emails
Send every customer email from your own verified domain.
Developers
API keys and webhook endpoints, separate across sandbox and live.
Team
Decide who on your side can see the book and who can act on it.
Your customers, our capital
Register each customer against your own identifier and attach the financial history your platform already holds. Bulk import them, or push them over the API. Either way, that’s what underwriting reads.
Name, external ID and type
Bulk import of customers
Bulk import of financial data
Bulk import customers and financial data, or push them over the API.
Watch the whole lifecycle, run none of it
Offers go out, customers accept, money moves, repayments land. You get a screen for every stage and a job at none of them.
Offers pre-approved for your customers
Applications and where each one sits
Financing agreements and repayment status
Offers
Capital offers pre-approved for your customers.
Applications
Who accepted, and where each one sits.
Financing
Active agreements and repayment status.
Every stage is a screen. None of them is a job for your team.
It looks like you, not like us
Set your colors once and the offer banner, the application and the financing dashboard all follow. The preview updates as you type, so nobody ships a surprise.
Brand and primary colors
Surface, border and text tokens
Success, warning and error states
Live preview
Banner, application and dashboard, all three preview live as you type.
The emails come from your domain
Add three DNS records and every lifecycle email, covering approved, funded, payment due and paid in full, leaves from your address instead of ours.
One domain to verify
Three DNS records
No change to your integration
DNS records
Verify once. Every lifecycle email then leaves from your domain.
Everything your engineers need, in one tab
Keys, webhook endpoints and a full sandbox that mirrors live. Build against it, switch environments from the same menu, and go live without changing code.
API keys per environment
Signed webhook endpoints
A sandbox that mirrors live
Webhook endpoints
Sandbox and live are separate environments, switched from the same menu.
From signing up to a live program
The dashboard walks your team through it. Four steps, and none of them is building a lending stack.
Create an API key
Authenticate every request with your secret key. Sandbox first, live when you’re ready.
Send your customers
Register them against your own identifier and attach the financial history you already hold.
Embed the flow
Drop the Slate component into your product, fully branded, already compliant.
Set up customer emails
Decide who owns customer communications before you go live, then verify your domain.