1. Account Access & Provisioning
Access to the Lendavo platform is managed through master account invitations provided by your back-office administrator or local distributor.
Open the Login Portal: Navigate to app.lendavo.com in your web browser.
Locate Your Invitation Email: Check your inbox for your official master invitation email containing your purchasing address and system-generated credentials by searching "Lendavo."
Log In and Update Credentials: Enter your initial credentials, then immediately navigate to Settings to set up a permanent password.
> đ Security Note: Lendavo does not offer public self-registration. Access permissions and account seats are issued through partner service agreements. If you have not received your invite, contact your program administrator or distributor.
2. Navigating Your Workspace
Lendavo organizes your growth and funding workflow across three primary navigation tabs located on the left-hand menu panel:
Business Health: Your central audit dashboard to evaluate operational risk, view credit bureau tracking, and resolve funding gaps.
Get Capital: Your actionable workspace to build corporate credit tradelines, track milestones, and apply for business financing.
Grow Your Business: Advanced marketing strategy engines and execution roadmaps to scale revenue post-funding.
> ⥠Quick Tip: Look to the bottom left corner for Settings, Help, and Log Out. You can also access the built-in support chatbot on the right side of your screen at any time.
3. Business Health Dashboard
The Business Health tab acts as your real-time command center, auditing your business through the eyes of commercial lenders and underwriters.
Core Scoring Engines
Funding Ready Score (0 to 200 Scale): Rates your overall business fundability from "Poor" to "Excellent". Click View Full Report to view:
Strong Factors: Verified operational details supporting your application.
Funding Ready Red Flags: An expandable breakdown of foundational gaps, explaining why lenders care and how to fix them.
Partner Resource Links: Direct integration links (such as TaxHive for unfiled business tax returns) to resolve red flags immediately.
SBA Readiness Score (0 to 75 Scale): Evaluates your statistical probability of qualifying for Small Business Administration (SBA) loan programs.
Financial & Credit Intelligence: Monitor live cash flow forecasts, business valuation estimates, and external credit tracking through CreditSafe.
4. Get Capital Workspace
The Get Capital workspace features a dual-toggle interface to support your immediate financial objectives:
Toggle 1: Build Business Credit
AI Action Items & Recommendations: Receive prioritized tasks derived from your active red flags and profile metrics.
100+ Vendor Directory: Browse a database of over 100 business creditors with detailed underwriting criteria, reporting bureaus (Experian Commercial, D&B, CreditSafe), and application links.
Credit Mentor AI: Chat with an AI assistant for real-time guidance on vendor application sequencing.
Milestones & Timeline Log: Track approved tradelines, credit limits, application dates, and unlock achievement badges as your corporate credit grows.
Toggle 2: Get Loans and Lines
FundSmart AI Matchmaker: Scans your live financial profile to match you with pre-qualified options, including Business Credit Cards, equipment leasing, commercial truck loans, working capital, and SBA options.
Specialist Review: Link directly to application pages or schedule a session with an in-house finance specialist.
Document Vault: Upload bank statements, tax returns, P&L statements, and government IDs into a secure, encrypted repository for fast underwriting review.
5. Grow Your Business Workspace
Once your funding foundation is set, use the Grow Your Business tab to turn capital into predictable revenue:
Mia AI Marketer (Powered by Profit Lifter): An embedded AI strategy assistant that guides you through establishing a strong brand identity.
Conversational 6-Step Action Roadmap: Follow a step-by-step roadmap to build customer acquisition systems, run advertising campaigns, and scale sales.
Growth Frameworks: Access marketing training modules and promotional resources designed for long-term commercial scaling.
6. Managing Account Details & Settings
Keep your business details updated to ensure your Funding Ready Score, SBA Readiness Score, and FundSmart AI matches remain accurate.
Click Settings in the bottom-left menu (or select Update Business Details on the home screen).
Update key fields across your business profile:
Corporate Identity: Business name, address, business phone, website, email, entity structure, state licensing, and employee count.
Identifiers & Industry: EIN status, DUNS number, and low-risk NAICS code.
Financial Profile: Gross monthly/annual revenue, personal credit score, collateral assets (real estate, 401k, equipment), merchant processing, and tax filing status.
7. Getting Help & Support
Need assistance? Select any of the support channels below to connect with our team:
Channel | Details / Availability |
In-App Support Chatbot | Available 24/7 on the right side of your dashboard screen. |
Toll-Free Support | (877) 359-7711 or (813) 797-3195 |
Operating Hours | Monday â Friday, 8:00 AM â 5:00 PM ET |
Email Support | |
Help Center Hub | Browse articles across FundingIQ, Account Help, and FAQs |