01
Understand
Understand the borrower’s requirement and broad profile.
HOW WE HELP
A process with clear responsibilities.
Finbird helps organise the borrower side of the journey. The concerned financial institution remains responsible for assessment, approval, pricing and disbursement.
02
Discuss
Discuss product category and general readiness.
03
Prepare
Provide a document-readiness checklist appropriate to the discussion.
04
Organise
Organise application information and resolve obvious gaps.
05
Coordinate
Coordinate submission through Finbird’s operating channels when the next operational steps are appropriate.
06
Follow up
Coordinate lender-side queries, legal/technical steps where applicable and customer follow-up.
07
Communicate
Communicate lender-originated outcomes and coordinate relevant pre-disbursement steps.