Lend
Keep sourcing partners and loan teams on the same page.
Coordinate DSAs, lead allocation and sourcing pipelines. Explore partner workflows and access controls with Automis Lend.
How this workflow helps
Track how a lead reaches the lending team and what information is still needed. Agree partner access and allocation rules before onboarding the channel.
What to review with your team
- Onboard the approved partner
- Allocate and follow the lead
- Review pending information and pipeline progress
Frequently asked questions
What should we review before getting started?
Track how a lead reaches the lending team and what information is still needed. Agree partner access and allocation rules before onboarding the channel.
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