Skip to content

Help Center / Customers

Send a customer their application link

Create a link a customer can open to apply for the offer they hold. Learn where the button is, how long the link lasts and what your customer sees.

4 min read · Updated November 10, 2026

Screenshot of the Slate partner dashboard: Send an application link

An application link takes a customer straight to their application, with their offer already attached. You create it in the dashboard and send it yourself, by email, text or chat.

You'll need: a customer with an open offer. Their row on the Customers page says Offered and Active offer says Yes.

Create the link

Open the Customers page

Select Customers in the menu on the left.

Open the customer

Select the customer's row. Choose one that holds an offer, such as Northshore Electric Ltd.

Select Send link

The button sits on the offer, next to the amount.

The customer panel for Northshore Electric Ltd. with the Send link button next to the 48,000 dollar offer numbered
  1. Send link: creates a new application link for this offer.

Copy the link

A box called Application URL opens. Select Copy URL. You see URL copied to clipboard.

The Application URL box with the link, the Copy URL button and the one week notice numbered
  1. The link: a web address ending in a long code. The code is what ties the link to this customer and offer.
  2. Copy URL: copies the whole link.
  3. The notice: "This URL is valid for 1 week. After expiration, you will need to generate a new link."

Send it to your customer

Paste the link into your own email, text message or chat. Slate does not send it for you.

How long the link lasts

A link works for one week from the moment you create it. After that, select Send link again to make a new one.

What your customer sees

When the customer opens the link, the Slate application opens in their browser. They do not need to sign in first.

The first screen of the application for a credit line offer, titled Turn on your credit line, with a Continue button
The first screen for a credit line offer (Rosa's Bakery Inc.).
  • A new offer: they start at the first screen of the application.
  • An application they already began: the link takes them back to the step where they stopped. In our test, Northshore Electric Ltd. had a draft application, so its link opened on "Business address, Step 3 of 5".

The screens depend on the product. A credit line offer opens "Turn on your credit line". A capital offer opens the capital application. To prepare your team for every screen, see What your applicants see.

Another place to find the button

The Offers page has the same action. Open an offer and select Generate Application Link. See Offers.

If something goes wrong

"Failed to generate application URL"

A red message appears at the top of the screen instead of the box.

The red message Failed to generate application URL, A customer with the given external id does not exist, over the customer panel

Read the second line of the message. It says why. Two common causes:

  • The offer has expired. Slate does not make links for expired offers. Check the customer's status.
  • Slate cannot find the customer. The message reads "A customer with the given external id does not exist". Contact Slate support and give them your customer ID.

The customer says the link does not work

Links last one week. Select Send link again and send the new one.

I can't find Send link

The button only shows for customers with an open offer. See Your Customers page.

Learn more about Slate Signals.

Still stuck? Email [email protected] with your account email and the screen you are on. We reply within 24 business hours.