Merchant Portal

Convert More Leads to Sales with Financing

The Forge Merchant Portal is your centralized dashboard for handling financing,
increasing revenue, and scaling your business effortlessly. It turns complex financing
into fast, user-friendly process that drives results

Merchant Portal

How Does Forge Help Merchants?

Increase Conversion & Sales

Offer instant financing at checkout. Reduce abandoned sales and affordability concerns. Give customers access to flexible, easy-to-approve financing options.

Seamlessly Managing Financing & Transactions

Track loan applications and approvals in real-time. Customize financing promotions to drive conversions. Generate reports on financing impact and sales growth

Enhance Customer Engagement

Notify customers of financing options and special offers. Offer personalized loan promotions to drive repeat business

Manage Customers & Deals

Easily view customer information, application history, and deal progress. Send reminders, upload required documents, and stay in control at every stage

Track Customer Applications

Send customers a personalized application link to start the financing process on their own. Once submitted, you can track the status of each applicant in real time – from prequalification to approval – all within your portal

Present Offers Instantly

Access a network of top-tier lenders and present personalized loan offers to your customer on the spot, online, or in-store

Plan Your Finance

Partner with Forge to supercharge your growth

Welcome to Forge

Key Features

Start New Application

Simple workflow to initiate a customer financing request

Precheck Flow

Instant soft-pull prequalification and offer presentation

Loan Offer Management

View, compare, and select available loan options

Our Values

Merchant Benefits

Increase Conversions

Close more sales by offering financing that meets every customers needs

Streamline Workflows

Manage everything from applications to final payout in one place

Access Trusted Lenders

Tap into our network of lending partners with flexible credit programs

Boost Customer Satisfaction

Deliver a seamless financing experience from checkout to funding

FAQs

Frequently Asked Questions

Forge is a lending-as-a-service (LaaS) platform that connects coaches and trade schools to streamline the consumer finance process. Our platform enables real-time loan applications, underwriting, offer selection, document execution, and funding – all in one seamless interface.

The onboarding process is simple and guided. After submitting your business information, our team will review and approve your account, typically within 1-2 weeks. From there, you’ll gain access to your portal and begin offering financing to your customers right away.

Forge is free for merchants. There are no setup fees, monthly charges, or integration costs. Our goal is to help you grow your business by making financing more accessible to your customers.

Please note: some offers, typically those presented to non-prime
applicants, may include a Merchant Discount Rate (MDR). This will always be clearly disclosed within the offer details.

Yes, as the merchant you will be able to choose whether you want to
choose to offer all financing offers or a select few to your customers.