Lattice
Borrower self-service
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Remaining Balance
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Next Payment Due
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Rate (precomputed)
Rule of 78s rebate method
Progress
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Live API unavailable — start the core service and refresh.
Payment Schedule
Precomputed installments · — total
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Funding
Where the money for your premium came from
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Coming soon — voice self-service. Ask about payment status, payoff
amounts, or cancellation estimates by phone: the Lattice voice agent answers from this same live data.
Payoff Quote as of Today
Rule of 78s rebate applied
The amount required to satisfy the loan in full today — remaining installments minus the unearned finance-charge rebate.
Remaining Balance
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Finance Charge (total)
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Rebate (Rule 78s)
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Payoff Fee
$0.00
Loan Paid Down
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Installments paid—
Installments remaining—
Final due date—
Cancellation Refund Estimate
If the underlying policy cancels mid-term (pro-rata unearned premium vs. Rule-of-78s balance).
Unearned premium (pro-rata)—
Payoff balance applied—
Estimated refund to you—
After cancellation, the unearned premium repays the loan first; any surplus returns to your business. Estimate only — DRAFT pending counsel review.
Make a Payment
Simulated ACH — sandbox only, no real money moves.
Payment Summary
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Covers installment—
Balance after payment—
New payoff quote—
Upload a Document
Signed applications, policy declarations, loss runs, ACH authorizations — every file is SHA-256 hashed and parsed automatically; the extracted fields feed your lender's funding pack.
or use a sample:
How parsing works
Uploads are hashed for integrity, then read by a document AI (Gemini) that detects the document type and extracts the key fields — carrier, policy number, premium, effective dates.
Parsed fields flow straight into the capital partner's funding pack, so a complete file means a faster draw.
Uploaded Documents
Parsed results appear within seconds of upload
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