Operational Playbooks
Operational Playbooks
Practical, repeatable workflows funders use to stay organized: underwriting checklists, servicing routines, portfolio visibility, and reporting outputs — built to scale past spreadsheets.
Underwriting Checklist
A simple checklist to keep underwriting consistent: required docs, bank review, cash-flow signals, and decision notes.
Weekly Portfolio Visibility Routine
What to monitor weekly: delinquencies, concentration, exception rates, exposure changes, and renewals pipeline.
ACH Exception & Retry Workflow
A consistent path for NSFs: exception flags, retry timing, merchant outreach steps, and escalation triggers.
Month-End Reporting Package
The core outputs lenders and investors expect: portfolio snapshot, delinquency rollups, concentration, and cash movement.
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