We’re excited to announce our new White-Label Application Form—now with new features and functionality to support Credit Applications.

Over the last few years, we’ve worked with hundreds of tech companies to launch embedded banking and lending experiences. The new White-Label Application Form consolidates those learnings into a pre-built UI that is optimized for conversion.

For companies that partner with banks to launch embedded financial products, getting the application experience right is pivotal. Businesses and individuals who onboard swiftly and efficiently engage more with the product across the customer life cycle: they deposit more funds, make more transactions, and have a higher lifetime value.

With these upgrades, our new White-Label Application Form makes it even easier for you to onboard new customers to your embedded banking and lending products. It enables you to minimize your engineering lift and accelerate time to market without sacrificing the user experience, functionality, and conversion.

What's new and how does it work?

Our White-Label Application Form is a frontend experience that can be customized with your logo and brand colors. It appears within your app or website, ensuring a seamless experience for your customers. 

New features of the optimized White-Label Application form include:

• A robust lending application experience. This upgrade enables what you need to collect customer data for Credit Applications—and can be used to onboard end-customers for lending products (like Charge Cards). It features a native Plaid integration that collects your customer's transaction history and includes it in the underwriting.

• Customization by use case and customer type. You can now provide different application experiences for different types of customers (e.g., employer vs. employee). Collected fields will change dynamically based on the applicant’s use case (e.g., individual vs. business).

• Optimized conversion experience. In our new White-Label Application Form, we’ve optimized the application experience for both form submissions and acquisition. 

• Responsive and secure. White-Label Application Form is a hosted experience. It’s based on a web component and can be used on any frontend framework, like React, Vue, and Angular. It’s designed to meet industry standards for security, fraud prevention, and compliance.

The White-Label Application Form enables you to provide account applications for individuals, businesses, and sole proprietors. It’s available for mobile and desktop, and features the KYB/KYC processes necessary to launch embedded banking and lending. 

White-Label Application Form is available immediately in our sandbox and production environments. Current customers can access the White-Label Application Form directly in the Unit Dashboard. (If you’re using the original version of our Application Form, speak with your Success manager about migrating to the new one.)

If you’re interested in implementing White-Label Application Form, please view our docs. You can also contact our Sales Team.