Platform Setup &
Training Guide
Get up and running with the S2P financing platform in 3-5 business days. Our white-glove onboarding ensures smooth integration and rapid team adoption.
Ready to Apply These Strategies?
4-Step Setup Process
- Strategy call with our integration team
- Select your preferred lender tiers
- Configure approval waterfall order
- Set up merchant account and credentials
- Complete compliance documentation
- API key generation and documentation
- Webhook endpoint configuration
- Application form customization
- White-label branding setup
- Test environment provisioning
- Sandbox testing with sample applications
- Sales team training session (2 hours)
- Admin dashboard walkthrough
- Reporting and analytics setup
- Support channel onboarding
- Production credentials activated
- Real-time monitoring enabled
- Dedicated account manager assigned
- First-week performance optimization
- 30-day check-in scheduled
Integration Options
We provide a fully branded application page. Just link to it from your site.
Embed our application form directly into your website with a simple code snippet.
Full API control for custom user experiences. Your dev team builds the interface.
Direct integration with your POS system (Square, Clover, etc.) for in-person financing.
Merchant Dashboard Deep Dive
Your merchant dashboard is command center for all financing activity. Monitor applications, track conversions, optimize your waterfall, and access real-time analytics.
See every application as it happens. Status updates (pending, approved, funded, declined) in real-time.
Follow up immediately with approved customers to close the sale while interest is hot.
Track approval rates, average loan amounts, funding velocity, and revenue generated per lender tier.
Identify which lenders perform best for your customer profile. Adjust waterfall accordingly.
Turn lenders on/off with one click. Reorder tier priority. Set minimum/maximum loan amounts per tier.
A/B test different configurations. Disable underperforming lenders instantly.
Searchable database of all applicants with full history, notes, and follow-up reminders.
Remarket to declined applications when you add new lenders. Follow up on pending applications.
Securely store and access all application documents, ID verification, income proof.
Compliance audits, lender disputes, customer service inquiries - everything in one place.
Daily, weekly, monthly reports delivered to your inbox. Export data for accounting systems.
Track commissions, forecast revenue, measure ROI on financing program.
- 💡Set up Slack/email alerts for high-value approvals ($10K+)
- 💡Review weekly conversion reports to identify drop-off points
- 💡Use notes feature to track why customers declined offers
- 💡Export approved applications to your CRM for lifecycle marketing
- 💡Schedule monthly waterfall optimization calls with your account manager