Inviting a Client to Lendiom Pay

Introduction

A client (also known as a “buyer”) must receive an invitation before they can access Lendiom Pay. The invitation can be sent through the Communication Portal or generated as a document for you to send separately.

The available delivery method depends on whether the Communication Portal is enabled for your organization.

Requirements

A client record linked to the applicable loan
Current client contact information
Permission to invite the client to Lendiom Pay
The Communication Portal, if you want to send the invitation from Lendiom

Inviting a Buyer

Navigate to Clients.
Open the applicable client.

Send Through the Communication Portal

If the Communication Portal is enabled, the invitation can be sent directly from Lendiom.

Confirm the client’s contact information.
In the Lendiom Pay drop-down, select Send Info. This automatically sends the client information about how to access Lendiom Pay.

Generate an Invitation Letter

If the Communication Portal is not enabled, you can generate the invitation letter and send it to the client yourself.

In the Lendiom Pay drop-down, select Lendiom Pay Graphic. This generates a PDF with all the information the client needs to access Lendiom Pay. The file will be in your computer’s Downloads folder.
Send the PDF to the client by email or text message, whichever you prefer.

Client Experience

The invitation directs the buyer to Lendiom Pay. The buyer follows the instructions to access the portal and complete any required isteps.

If the buyer cannot use the invitation, verify their contact information before generating or sending another invitation.