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webinar

Flourish Lending Overview

Thurs. May 21
2:00 PM EST

Following our successful launch in March, Flourish Lending◊ is already helping RIAs across the country compete with wirehouse relationship pricing on mortgages and refinances. This allows advisors to provide a more holistic wealth management experience.

Join us for a comprehensive overview of this built-for-RIAs solution designed to help your clients secure market-leading rates through a streamlined digital experience and expert guidance from dedicated loan officers. We deliver a sophisticated lending solution without the friction of traditional banking.

In this session, we will explore how to integrate lending into your firm, including:

  • Advisor transparency: A tour of the lending dashboard and how to proactively monitor rates and support your clients
  • Client experience: A step-by-step look at our premium client experience from our easy-to-use technology and streamlined mortgage & refinance journey to our dedicated loan officers who provide white-glove service
  • Resources: An overview of the toolkits, client-facing collateral, and best practices our most successful firms are using to introduce Flourish Lending to their clients

We’ll wrap up with a live Q&A to ensure you have all the information you need to get started.

Register now

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Flourish’s offerings are provided by different entities and are subject to different terms, investor protections, and risks. Flourish Cash is offered by Flourish Financial LLC, a registered broker-dealer and FINRA member. Flourish Financial LLC is not a bank. Check the background of Flourish Financial LLC and its personnel on FINRA's BrokerCheck. Flourish Annuities refers to the annuity platform operated by Flourish Technologies LLC and to Flourish Insurance Agency LLC (doing business in California under the name Flourish Digital Insurance Agency), and, where applicable, Flourish Financial LLC. Flourish Lending is offered by SoraFinance, Inc. (d/b/a Flourish Lending), a licensed mortgage broker (NMLS #2355841). SoraFinance, Inc. is not a lender. To verify SoraFinance, Inc., visit NMLS Consumer Access. The Flourish entities mentioned above are all wholly-owned subsidiaries of Flourish Holding Company LLC. Please review the Legal section of our website for more information and account terms. The role of the investment advisor or other firm that invited you to Flourish may vary between different Flourish services and products, as further described in your terms of service. © 2026 Flourish. All rights reserved.

◊ Flourish Lending is a suite of products and services offered through SoraFinance, Inc., a licensed mortgage broker (NMLS #2355841) doing business as Flourish Lending. SoraFinance, Inc. is not a lender or a creditor. Loans are made solely by third-party providers. Flourish Lending is not available in all states; view the list of states in which Flourish Lending is available. Equal Housing Opportunity. To verify SoraFinance, Inc., visit NMLS Consumer Access. Registered Office: 1007 General Kennedy Avenue, Suite 3, San Francisco, CA 94129.