• LendBox

Start your own funding business, let us do the work.

The LendBox Program empowers you to start a funding business without the operational burden. Focus on generating leads while we manage client success, from initial consultation to funding.

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Start your funding business.

Here are the simple steps to get started in our LendBox Program.

1
Book a Call with Our Team​

Connect with us to discuss your goals and ensure the LendBox Program aligns with your business vision. We’ll walk you through the process and answer any questions.

2
Implement Our Recommendations

We’ll provide tailored suggestions to optimize your workflow, business setup, and lead-handling processes. This preparation ensures a smooth transition when you start using the program.

3
Start Your Business!

Once everything is set, you’re ready to bring in leads. The LendBox team takes care of all client interactions, updates, and funding processes, allowing you to focus on scaling your business. 

Real-time insights with the LendBox Dashboard.

Stay informed on every step of the client journey.

With a user-friendly, data-rich dashboard, LendBox makes it easy for you to manage and track every client interaction, giving you peace of mind that nothing is overlooked.

  • View essential client information such as funding inquiries, consultation notes, and advisor insights, all in one place.

  • Monitor each client’s journey through the funding pipeline, including stages like consultations, funding applications, and final approvals.

  • Keep tabs on invoicing and payments effortlessly, ensuring you stay informed on revenue without manual tracking.

  • Get real-time updates from client calls and meetings, allowing you to stay connected with your clients’ needs and progress.

All the assets you need to succeed.

With LendBox, you get a turn-key setup that empowers you to launch and grow your funding business with minimal effort. The LendBox Program provides a complete set of resources to support your business and brand, including:

  • Website Templates

    Choose from professionally designed templates that are customizable to your brand. Our team will handle everything, from branding to form integrations, so you’re ready to go.

  • Full Workflow Automation

    From lead intake to client communication, every part of the workflow is streamlined for efficiency and client satisfaction.

  • Complete Fulfillment Service

    Focus on bringing in leads while we handle every step of client fulfillment, ensuring a seamless experience for both you and your clients.

  • Self-Service Lending Portal

    For clients who prefer a faster, advisor-free experience, our AdvisorHub portal allows them to access funding independently, reducing friction and increasing convenience.

Connect, collaborate, and succeed together.

LendBox offers more than just services—it’s a community of like-minded professionals and experts who are dedicated to helping you succeed. As a LendBox partner, you’re never alone in your journey. We offer exclusive channels and support to keep you connected and informed:

  • Private Discord Channel

    Our program offers top-notch training at an affordable price, designed to maximize your returns.

  • Strategy Sessions

    Participate in strategy sessions where you’ll receive insights from our experts, helping you refine your approach and stay ahead in the funding industry.

  • Ongoing Resources

    Stay up-to-date with the latest industry trends and tools. We provide ongoing resources to keep your business competitive and informed.

  • Lifetime Fulfillment

    Enjoy peace of mind with our lifetime fulfillment commitment. As long as you’re a partner, we’ll handle all client interactions and funding processes, ensuring consistent, reliable service for your business.

Hear from our clients.


Start your financial journey.

Complete our brief funding inquiry form. Once done, your dedicated advisor will reach out to you to assist with the next steps. We look forward to meeting you!

Funding Inquiry
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We are only able to work with clients to get them funded more than $10,000.
We are only able provide services to clients in the US.