XpediAR Borrower and Lender Tabs
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Transcript of XpediAR Borrower and Lender Tabs
Next Generation Asset-Based Lending
Solutions
Borrower Portal Borrowing Base and Request For Funds
Advance Tab is role based, only those granted access to this screen can request funds.
Borrower can view history of prior advances. Disburstment accounts are set up within the borrower setup. The borrowing base detail can be hidden if borrower does not
want to see detail.
Sales Assignment Tab and Assignment Authorization
Sales assignments are role based. Tracking of the sale assigments and assignor are kept in system
for assignment evidence.
Lockbox Check / ACH/ Wire Reciept
Lock box checks are scanned and tagged to borrower for easy retrieval. All checks selected can be combined in one PDF for easy download and
storage.
Document Upload and Storage
All documents types are role based. Requirments uploaded by borrower can be viewed in lender
portal. Agings, assignments, and financial statements are uploaded and
processed from lender portal.
Borrower Reports
All reports are Role based. Lender controls which reports borrower can view. Reports can be downloaded to PDF (default), spreadsheet, or
Jasper.
Lender Portal Borrower Setup
Borrower setup is role based with options for edit or view only. Borrowers status can be set to Active, In Process, or Inactive. In
Process is useful for prefunding setup, reports do not include In Process loans.
Borrowers can have one to many loans.
Borrower Notes
Notes about borrowers are inserted here. Notes can be printed on reports. Notes can be sorted to have most relevant first.
Borrower Compliance Datasa
Sample of compliance data. Customization of this data is possible. Customized export of this data is possible.
Borrower Loan
Borrower loans are display on this screen. Loan daily activity and month to date activity is displayed. Options to see loan ledger, interest calculation, and setting
reserves “View All” allows you to view all activity for the day, with role
access, updates to the loan can be made in View All.
Collateral
Collateral page changes versions based on type of loan. AR, Inventory, Equipment and Other are common options. Descriptions for Inventory, Other and Equipment can be set up in
System Settings.
Daily Processing
Each processing activity is role based. Access to all processing within XpediAR is accessed here.
Borrower Documents
Documents uploaded by borrower can be viewed here. Documents uploaded here by borrower cannot be seen by
borrower without publishing to borrower.
Borrower Reports
All borrower reports can be accessed here. All reports are role based. Options to print to PDF (default), spreadsheet, and Jasper are
available. Custom reports are available. All custom reports are available
only to Lender that designs and adds to their version of XpediAR.
Sample Report
This is sample report in PDF format.
Request a Demo: www.xpediar.com
Give Us a Call: 888-696-3361
Thank You For Attending the CFA Convention.