Running Finaxis as a service, Invoicing Payments

Finaxis Agency Implementation, White-Label Lending Infrastructure

Learn how to configure lending products, build underwriting workflows with the drag-and-drop engine, and deploy white-labeled borrower portals to clients. This course covers product setup, ecommerce data connector integration, compliance automation, and loan servicing workflows so agencies can resell lending infrastructure as a core revenue stream.

Open the decision record for Finaxis

What does running Finaxis for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
Vendor pricing is usage-based; lowest plan price and setup costs are not published. Contact vendor for custom pricing.
Time to first value
Not published
Payback
Not modeled
Guided implementation
24 hours
Effort with the SOP
7 of 10

Is Finaxis worth running as a client service?

Finaxis provides a strong white-label lending infrastructure with comprehensive compliance and accounting features, suited for agencies with lending expertise. Vendor pricing is usage-based and not published, so agency economics require client price, labor, usage, and volume inputs to model.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Access to Finaxis white-label lending infrastructure
  • OAuth connections for Amazon SP-API, Shopify, Google Ads, and Meta
  • Plaid integration for bank data
  • DocuSign for e-signature
  • Credit bureau API access (3 bureaus integrated)

People and inputs

  • Lending or financial services domain expertise
  • Compliance knowledge for TILA, ECOA, FDCPA, GLBA, FCRA, and CFPB 1071
  • Technical staff for configuring decision engine, rules, and scorecards
  • Data migration support for existing loan management systems

Included with the course

7 working documents for delivering this service.

  • Lending Product Configuration Checklistchecklist
  • Underwriting Workflow Decision Tree Templatetemplate
  • White-Label Portal Branding & Domain Setup SOPsop
  • Ecommerce Data Connector Integration Worksheetworksheet
  • Compliance Audit Logging & CFPB 1071 Reporting Guideguide
  • Client Onboarding & Loan Servicing Automation Playbookguide
  • Collections Workflow & Charge-Off Processing Templatetemplate

Listed by name. These documents are not yet published as individual downloads.