Direct Mail for SMB Lenders
Scale Fora Financial's Borrower Communications as Fast as Your Record Funding Growth
With 17% year-over-year origination growth, nearly 6,000 businesses funded in 2025, and expanding bank partnerships, Fora Financial needs mail operations that keep pace. Lob automates compliant, trackable direct mail — from adverse action notices and state-required disclosures to renewal campaigns — so your team can focus on funding small businesses, not managing print vendors.
Automated Compliance Mail at Scale
Trigger borrower disclosures, adverse action notices, and state-specific regulatory communications like those required under Texas HB 700 automatically from your existing data systems — ensuring every piece is accurate, timely, and auditable.
Accelerate Repeat Borrower Revenue
Re-engage your 55,000+ funded businesses with personalized renewal and upsell mailers triggered by portfolio data, helping Fora Financial extend the repeat-customer growth that's already driving 15% higher average funding volumes.
Built for Regulated Lenders
Lob's SOC 2 Type II certified platform aligns with Fora Financial's own compliance posture, providing enterprise-grade security, full delivery tracking, and audit trails for every piece of mail sent across your lending lifecycle.
Integrates With Your Data Stack
Connect Lob to Fora Financial's modern analytics infrastructure — including Snowflake and your CRM — to trigger mail programmatically based on borrower events, underwriting outcomes, and partnership-driven campaigns with Celtic Bank.
Simplify your financial services mail without tradeoffs
Transactional mail for financial services
As mail volume grows, your speed can’t slip. Lob has the infrastructure and supply chain expertise to get your high-volume tax forms, checks, and more out the door and to their destination fast – while helping you maintain consistency and SOC 2 compliance.
How Lob helps
- API-driven automation: Trigger mail directly from your systems for shorter lead times and decreased security risks.
- Print Delivery Network: Route mail closer to the destination for better delivery speed.
- End-to-end tracking and PDFs: Track mail from production through delivery to streamline optimization and audits.
Direct mail for financial services marketers
Automate your pre-approvals and retention campaigns based on real-world events – and hit the mailbox before the competition. Lob helps financial services marketers win with automated, personalized direct mail that’s easy to track and optimize. Drive high ROI without any heavy lifting.
How Lob helps
- Personalized, reusable templates: Design once, then personalize content dynamically with your data.
- Routing intelligence: Lob’s Postal IQ selects the most efficient USPS entry path for optimized delivery.
- Campaign analytics: Integrate with your CRM or CDP to track multichannel campaign results.
See Lob in action
68%
of financial services
leaders say mail is effective
for acquisition
63%
of industry marketing
leaders use AI for
personalized messaging
87%
of leaders say mail logistics
are a blind spot they’re
addressing
Our experts know financial
services mail
Read the Q&A from Lob financial services experts
How do we keep financial services mail fast and consistent as volume grows?
Lob's Print Delivery Network routes mail through a distributed print infrastructure, so speed and quality stay consistent whether you're sending thousands or millions of pieces. No vendor juggling, no drop-off at scale.
Can we run direct mail in a way that holds up in SOC 2-regulated environments?
Lob completes annual SOC 2 Type 2 audits across all five Trust Services Criteria and provides audit-ready tracking and documentation for every mailpiece. Your compliance team will have the support they need, but as with any vendor, confirm that Lob fits within your specific compliance requirements.
How do we integrate direct mail with our existing tech stack?
Direct mail APIs make it easy to connect Lob directly to your CRM or core systems so that you can trigger tax forms, checks, and statements from existing workflows. Plus, you can send delivery data back into your platforms and keep direct mail coordinated with the rest of your channels.
See How Lob Helps Fora Financial Automate Compliant Direct Mail at Scale
