Patron onboarding
Patron application
Define your boundaries, tone, and payment setup. This mock flow shows the planned onboarding experience.
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Progress is preserved
Identity
Patron details and verification
Step 1 of 5
What your Borrowers see
InvitationBy invitation
Preferred rate band5.5% – 8.0%
Lending parameters$3.5M exposure
Relationship impactGuided
Advisor access
Invite your family office or counsel to manage reviews and documentation on your behalf.