WL Intake - Enable Financing

White Label Intake

Hello and congratulations on the start
of your White Label platform with Enable!

We are excited to begin this partnership with you and are eager to get you up and running!

We’ve got a lot to do, but rest assured we will be in communication with you every step of the way during your onboarding. Here is a general plan and traditional timeline for what your next 5-7 days will entail:

Payment Account Setup

Once your banking info is provided, you should receive an invoice from us (via Bill.com) for the Setup fee
You will also receive an invite to connect with us (Enable, LLC) through Bill.com to transmit payments electronically (Eg. Enable monthly fee and rev share/commissions paid out to you)

White Label Platform Setup

Among other things listed below you will need to upload logos and colors. To ensure your branding is properly reflected across the platform, applications, landing pages, and notifications, please follow the guidelines below.

Training/Overview/Q&A Call

Upon completion of your White Label setup, we will schedule a call to go over your Admin access to the platform, provide an overview/training of your White Label platform, and fine-tune the general settings to better fit your intended use and financing scenarios/situations

Weekly Touch Base

We will have the first of a series of 4 Weekly calls to ensure you are getting the most out of your platform within the first 30 days of being live
- Each weekly touch base call we will set goals/milestones to achieve so you can have the most efficient path to success
We can continue the weekly call as needed to ensure you have what you need to begin using your platform.

Set up information

Please provide the following information so we can coordinate payment for the setup, as well as begin the setup of your White Label:

Banking Information

Account Owner First Name

Account Owner Last Name

Business Account Name

Bank Name

Routing Number

Account Number

General Business Info

Business Name (Corporate Name)

DBA Name (Doing Business As)

Address Line 1

Address Line 2

City

State

ZIP/Postal Code

Business Phone

Business Email

Website

Tax Identification Number

Onboarding Contact (Training or Admin)

First Name

Last Name

Phone

Platform Settings and Information

White logo (all/primarily white PNG format w/ clear background)

Colored logo (standard color PNG format w/ clear background)

Primary brand color (hex code)

Secondary brand color (hex code)

Desired subdomain (White Label domain format will be: subdomain.lending.online}

Merchant Support name (eg. Company Name Merchant Support)

Merchant Support Email

Merchant Support Phone

Borrower Support name (eg. Company Name Borrower Support)

Borrower Support Email

Borrower Support Phone

General Settings

Are you using your White Label platform to just invite/have Merchants/Partners in place so they can offer financing? Or are you planning on reaching out to consumers to have them apply for a loan directly through you?

What types of services are you or your Merchants going to be providing financing for? (Used mainly for identifying loan purpose with our lenders)

Do you want to review and approve Merchants upon completion of their Merchant application before activating and giving them access to the platform?

Do you want access to subprime lending?

Once you get these items over to us, we will work on getting your White Label set up and also send over a User Invite so you can set that up to be able to log in and access the platform. We will then reach out to schedule a training/overview session with you (and anyone else on your team you would like to invite) to get you trained on the platform and the Admin functions.

Please let us know if you have any questions in the interim; we look forward to working with you and getting you started!

Enable Onboarding Team
support@enablefinancing.com