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- Lending Platform
- Implementation
How a Lending Platform rollout works
Set up lending scope and rehearse a complete application and account handoff.
Identify scope
Choose the first organization, its borrower records and the Credit Officer and Independent Credit Approver who will rehearse the case.
Prepare records
Check borrower codes, team membership, application ownership and the evidence that accompanies a credit request.
Rehearse decisions
Return one submitted case for correction, then approve a revised case with a separate reviewer and recorded reason.
Check provider handoff
Trace the authorized application through provider reference, operation receipt, account and disbursement evidence.
Review servicing
Match a provider repayment, inspect an exception and compare dated account snapshots.
What the customer provides
Provide the intended organization structure, borrower identifiers, lending decision responsibilities and representative application evidence. Identify the provider system, its account and event identifiers, and the people who verify its responses. Choose examples with both a normal outcome and an uncertain one so the team can test the exception path.
Changing it afterwards
When a decision policy or provider connection changes, rehearse a new application revision and an existing account case. Keep earlier decisions, receipts and provider references in place. Review role access and source ownership before expanding to another organization or currency.
Set up Lending Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.