Blueprint · 05 Embedded SME lending

Lending inside the SaaS your customers already log into.

Reference architecture for a SaaS, accounting platform, or marketplace adding lending to its product. Klyqo runs underwriting, issuance, servicing under the host’s brand. The host’s data flows in as alt-data scoring; the lender stays whoever the host partners with. For platforms whose customers already trust them with the data the lender needs.

The use case

The host knows the customer better than any bank does. Klyqo lets that knowledge underwrite.

Embedded SME lending works because the host already has the data a lender would pay for: cash-in / cash-out, customer concentration, sector, seasonality, payment behavior. Klyqo turns that data into a scoring signal, orchestrates the offer + acceptance + funding + collection, surfaces it inside the host product, and routes risk + book to the lending partner.

Host data
Becomes alt-data scoring
< 10 min
Offer to disbursement
Inside host UI
No redirect to a bank
Lender of record
Klyqo orchestrates, partner books
The architecture

Three parties, one runtime: host + Klyqo + lending partner.

Embedded SME lending has three stakeholders: the host (owns the customer), the lending partner (holds the book + the regulated entity), and the customer themselves. Klyqo orchestrates the journey across all three, with the host’s brand on the surface and the lender’s ledger underneath.

Compliance railConsumer-credit / business-credit licensing per jurisdiction
Layer 5 · Channels
Inside the host product
@klyqo/react in hostOffer widgetAcceptance flowServicing portal
Risk railHost’s native data + bureau + alt-data → one score
CompliancePre-contractual info + adverse action + cooling-off period per jurisdiction
Layer 4 · Klyqo · the Banking OS
Runtime + marketplace dispatch
ComposeDispatchScoreOfferSignDisburseServiceCollect
RiskDecisioning + behavioral repricing + collections workflows
ComplianceBureau + alt-data + sanctions per jurisdiction; eIDAS for signing
Layer 3 · Marketplace primitives & providers
The capabilities embedded lending needs
Bureau · Experian / EquifaxAlt-data (host)AML · ComplyAdvantageeIDAS · MulticertPayments · Modern Treasury
RiskReal-time bureau + host’s data + adverse media into the decision
ComplianceLender on record; warehouse covenants; book-quality monitoring
Layer 2 · Lender core
Lending partner’s core (Mambu / equivalent)
Loan productsScheduleRepaymentLedger / GL
RiskLender holds the book; PAR / NPL dashboards in real time
ComplianceLender licence + host’s introducer / broker posture
Layer 1 · Foundation (yours + partner’s)
Lender capital · host partnership
Lending partnershipWarehouse lineHost introducer agreement
RiskWarehouse line + lender capital define growth ceiling
The canonical journey

Pre-qualified offer to disbursement, inside the host.

Customer is using the host’s SaaS (accounting, e-commerce, marketplace). Klyqo runs a continuous pre-qualification on host data + bureau signal. When the customer becomes eligible, the offer surfaces inside the host product. Acceptance → eIDAS-signed contract → disbursement to the customer’s linked account → collection schedule active.

klyqo / journeys / embedded-sme-loan · LIVE
01
Continuous pre-qualhost data + bureau pulled hourly · eligibility score updates
ongoing
02
Offer surfaces in host UIamount + term + APR · in-product widget
instant
03
Customer acceptstwo-click acceptance · auth via host session
< 30 s
04
AML + final complianceComplyAdvantage screening at acceptance
~5 s
05
eIDAS-signed contractMulticert · legally binding signature
~30 s
06
Disbursementto customer’s linked account · via Modern Treasury
~1 min
07
Collection schedule activeauto-debit from linked account · failure handling
ongoing
The providers used

What you pick from the marketplace.

Embedded SME lending uses six marketplace providers. Most are off-the-shelf; the alt-data “provider” is the host’s own data, normalized by Klyqo into the scoring engine.

Bureau · credit
Experian / Equifax
Per-jurisdiction bureau. Sub-second response into decision.
Roadmap
Alt-data · host
(Host’s API)
Klyqo normalizes host’s data into scoring features. Sectoral, behavioral, cash-flow.
Roadmap
AML · screening
ComplyAdvantage
Pre-disbursement screening; ongoing monitoring for portfolio health.
Roadmap
eIDAS · signing
Multicert / Digitalsign
Qualified electronic signature for loan agreements per EU regulation.
Roadmap
Payments · settlement
Modern Treasury
Disbursement + auto-debit collection from linked accounts.
In flight
Lender core
Mambu (lender-of-record)
Loan products, schedule, repayment, ledger. Held by lending partner.
In flight
What this blueprint is and isn’t

Honest about the build.

The work this blueprint represents

Embedded SME lending only works when three things are true: (1) the host has data that’s better than what the lender can buy externally; (2) the customer trusts the host enough to accept an offer inside their product; (3) the lending partner is comfortable with the host’s data feeding their underwriting. Most attempts fail on (3) — lenders are conservative and the partnership conversation takes longer than the integration.

What you bring: the host product, the customer base, the lending partnership (or willingness to bring in one Klyqo introduces), the program-management discipline. What Klyqo brings: the runtime, the alt-data normalization, the scoring engine, the journey templates, the audit trail back to the lender. What we figure out together: which lending partner for your jurisdiction, which alt-data signals from the host actually predict default, what the offer-acceptance funnel looks like in your product.

If you’re a SaaS, marketplace, or accounting platform considering lending and you don’t want to learn the lending-partnership dance the hard way: talk to us before you commit to a single lending partner who’ll lock you into their data shape.

Adding lending to your platform?

If you’re a non-lender with high-quality data on your customers and you’re evaluating embedded lending, the first conversation is short. Tell us about the customer base, the data signals you have, the jurisdiction. We’ll tell you which lending partner profile fits and what the journey looks like inside your product.

Email diogo@klyqo.com Response within two business days