Lend
Keep co-lending responsibilities clear.
Coordinate bank and NBFC co-lending workflows. Review origination, funding splits, servicing responsibilities and reporting with Automis Lend.
How this workflow helps
Bring the participating lenders’ roles into the same operating discussion. Review the agreed funding, servicing and reporting arrangements before setting up the workflow.
What to review with your team
- Map each lender’s role
- Confirm funding and servicing splits
- Reconcile records across participants
Frequently asked questions
What should we review before getting started?
Bring the participating lenders’ roles into the same operating discussion. Review the agreed funding, servicing and reporting arrangements before setting up the workflow.
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