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Ferrylend

Using Ferrylend

Processor playbook

Keep files moving: documents, statement analysis, existing positions, submission packages, statuses and renewals.

8 lessons About 48 minutes For processors

0 of 8 lessons complete

Start: Your document queue: finding the files that need you

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  1. 1Your document queue: finding the files that need you 5 min
  2. 2Document checklists by product: MCA, term loan, LOC and SBA 7 min
  3. 3Reviewing, verifying and tagging documents 6 min
  4. 4Entering the bank statement analysis 8 min
  5. 5Recording existing positions 5 min
  6. 6Preparing the submission package 6 min
  7. 7Tracking submissions and recording declines 6 min
  8. 8The renewals queue and renewal files 5 min