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

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