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No Code Implementation

This section helps you launch a business line of credit program without code by using the Unit Dashboard. Launching a no code program means your eligible customers will receive invitations to apply for a line of credit via email and be directed to a Unit-hosted experience on your platform's domain to apply for and manage their financing.

Launch Your Program​

Log in to the Unit Dashboard and navigate to Settings from the top menu under the Developer section to complete the following steps:

1. Upload Your Prospect File​

Select the Capital tab under Settings.

  • Upload Capital Prospect File in the required format to share a list of customers you would like Unit to invite to apply for a line of credit. Optionally, you can include additional information (e.g., annual revenue, state, entity type) to help estimate each customer's credit eligibility, allowing for more targeted marketing.

2. Set Up Branding​

Select Branding on the left sidebar to upload your logo and select primary and secondary brand colors for white labeling your customer's experience.

3. Configure Email Outreach​

Select the Outreach tab under Settings to configure the email from which Unit will send invitations with your branding to customers.

  • Next to Email Addresses select +New
  • Enter "Capital" for Name
  • Enter the Domain, Sender Email, and Sender Name
  • Press Create
  • Add DNS Records returned in response to your DNS provider within 72 hours
  • Press Verify Domain

4. Configure Web Domain​

Select the Capital tab under Settings to configure the domain where your customers will access the end-to-end capital experience.

To the end-customer, it will look like the experience is hosted on your sub-domain (e.g., capital.yourdomain.com), while in practice it would be hosted by Unit.

  • Next to Web Domain select +New
  • Enter "Capital" for Name
  • Enter the URL you would like to use
  • Press Create
  • Add DNS Records returned in response to your DNS provider within 72 hours
  • Press Verify Domain

Grow Your Program​

Explore optional ways to drive program discoverability and increase adoption rates.

(Optional) Keep Customers in Your Platform​

Use the Ready-to-Launch component to let customers apply for financing, accept offers, and manage their financing without leaving your platform, creating a seamless experience that reduces friction and increases take-up rates.