Process

How FriendlyBank works

A single process that respects Patrons and Borrowers equally—formal underwriting, professional documentation, and thoughtful servicing.

Begin your application
Patron journey

Structure that protects boundaries.

Stay generous without carrying the emotional or administrative burden.

1
Receive inquiry

Get a concise summary—purpose, amount, borrower profile.

2
Review insights

FriendlyBank Risk Score™, Relationship Impact Score™, and suggested terms.

3
Decide your way

Approve, counteroffer, or decline with recommended language.

4
Sign & fund

Digital signatures, promissory note, and payment setup handled for you.

5
Professional servicing

Scheduled payments, reminders, and delinquency handling without personal follow-up.

Borrower journey

Dignified, transparent, and clear.

A respectful process with zero ambiguity about repayment expectations.

1
Apply with dignity

Share purpose, amount, financials, and identity—no judgmental tone.

2
Transparent terms

See recommended rate, repayment schedule, and your obligations upfront.

3
Sign securely

Digital docs, disclosures, and e-sign—all tracked with audit logs.

4
Pay with clarity

Scheduled payments, manual payments, and clear history in one place.

Platform pillars

Underwriting, documentation, and servicing in one considered process.

From intake to collections, FriendlyBank manages the operational burden so Patrons and Borrowers can stay focused on the relationship.

Underwriting engine

Credit + behavioral + relationship scoring with recommended rate, term, and maximum safe amount.

Legal + payment setup

Promissory notes, disclosures, signatures, and payment accounts configured without back-and-forth.

Servicing & collections

Scheduled payments, reminders, late fees, delinquency handling, and optional collections managed professionally.

Decision support
Relationship Impact Score™

AI-assisted guidance that suggests kinder wording for declines, boundary coaching, and tension alerts across your portfolio.