Background

Relli is redefining real estate investing by making it as simple, accessible, and transparent as the stock market. By offering a platform where investors can buy and sell shares in institutional-grade real estate, Relli is democratizing access to high-quality investment opportunities. Based in Southern California, the company is focused on bridging the gap between traditional real estate investing and modern fintech solutions, allowing individuals to diversify their portfolios with real estate assets seamlessly.

To provide investors and real estate sponsors with a smooth onboarding experience, Relli needed a robust and scalable solution to manage Know Your Customer (KYC) and Know Your Business (KYB) processes. Ensuring compliance while maintaining a frictionless user experience was critical to their growth strategy.

Challenge

As Relli’s platform gained traction, the demand for a more efficient and scalable onboarding process became increasingly evident. Traditional onboarding methods required significant manual intervention, which slowed down the process and created operational bottlenecks.

The company needed a solution that could:

• Automate KYC and KYB checks to improve efficiency

• Seamlessly integrate with Relli’s existing platform via API

• Offer a cost-effective model suitable for a fast-growing fintech startup

• Ensure compliance with industry regulations without adding complexity for users

With a vision to provide an effortless onboarding experience for both investors and real estate sponsors, Relli sought a technology partner that could help them scale without sacrificing security, speed, or user satisfaction.

Solution

Relli selected LendAPI as its partner to streamline investor and sponsorship onboarding. LendAPI’s flexible platform and newly launched Data Services provided an all-in-one solution for automating KYC and KYB processes.

LendAPI’s API-driven approach made it easy for Relli to integrate the technology into its existing platform. With a simple implementation process, Relli was able to leverage LendAPI’s advanced verification tools to ensure compliance while keeping the onboarding process seamless for users.

Key benefits of the LendAPI solution for Relli included:

• Automated KYC/KYB: Eliminating manual verification steps reduced processing times and operational overhead.

• Seamless API Integration: The plug-and-play nature of LendAPI’s technology made it easy for Relli’s development team to integrate the solution without major infrastructure changes.

• Scalable & Cost-Effective: Designed with fintech startups in mind, LendAPI’s pricing model allowed Relli to scale operations without incurring prohibitive costs.

• Regulatory Compliance: Ensuring all investors and sponsors met compliance requirements, reducing risk and increasing platform security.

Implementation

The collaboration between Relli and LendAPI was marked by a smooth and efficient integration process. Relli’s engineering team worked closely with LendAPI’s experts to embed the technology within their onboarding workflow. The API-first design of LendAPI’s platform ensured that implementation required minimal disruption to Relli’s existing operations.

Within weeks, Relli was able to fully deploy the new onboarding system, reducing the time it took to verify investors and sponsors while maintaining a seamless user experience.

Results

Since implementing LendAPI’s solution, Relli has seen measurable improvements in its onboarding process, allowing the company to focus on scaling its platform and expanding investment opportunities. Key results include:

• Increased Efficiency: Automation has significantly reduced the time required to onboard new investors and sponsors.

• Enhanced User Experience: A streamlined verification process means users can start investing faster, without unnecessary delays.

• Improved Compliance & Security: LendAPI’s Data Services ensure that all investors and sponsors meet regulatory requirements, reducing fraud risks.

• Scalability for Growth: With LendAPI’s flexible platform, Relli can onboard an increasing number of users without increasing operational complexity.

What the Leaders Are Saying

Mor Milo, Co-founder & CEO of Relli, on working with LendAPI:

"At Relli, we are committed to making real estate investing as easy and accessible as the stock market. Partnering with LendAPI allowed us to remove friction from our onboarding process, giving our investors and sponsors a seamless experience while ensuring full compliance. The integration was smooth, the cost structure fit our needs as a fintech startup, and the support from the LendAPI team was fantastic. This collaboration has truly helped us scale."

Timothy Li, CEO of LendAPI, on partnering with Relli:

"Relli is transforming the way people invest in real estate, and we’re proud to support their mission with our technology. By leveraging LendAPI’s automated KYC and KYB solutions, Relli has been able to enhance security and efficiency without sacrificing user experience. This partnership is a perfect example of how Southern California fintech companies can work together to drive innovation in financial services."

Conclusion

The collaboration between Relli and LendAPI exemplifies how fintech companies can leverage cutting-edge technology to drive efficiency, scalability, and compliance. By integrating LendAPI’s platform and Data Services, Relli has positioned itself for continued growth while delivering a seamless, secure onboarding experience for investors and real estate sponsors.

As both companies continue to innovate, their partnership stands as a testament to the power of fintech collaboration in reshaping traditional industries like real estate investing.