Lend
Build the workflow around your lending model.
Explore direct lending, co-lending and partner-led workflows in Automis Lend. Confirm the operating model and controls for your lending business.
How this workflow helps
Different lending arrangements have different owners, funding responsibilities and servicing steps. Review those roles before configuring a shared workflow.
What to review with your team
- Identify the participating organisations
- Map funding and servicing responsibilities
- Agree the permissions and reporting
Frequently asked questions
What should we review before getting started?
Different lending arrangements have different owners, funding responsibilities and servicing steps. Review those roles before configuring a shared workflow.
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Tell us what takes up your team’s time. We’ll show you the relevant products and help you plan a practical starting point.