Borrower PDFs. Spreads by Hand?
A borrower sends a PDF income statement and somebody retypes it into a spread. Here the PDF goes in and the spread comes out: imported, mapped, reconciled against the source, exceptions surfaced. The approved spread drops into the credit memo, and one PDF export carries both the spread and the policy analysis. One flow, start to finish.
Transcript
Narration
Borrower PDFs. Spreads by hand? A statement arrives as a PDF and somebody retypes it into a spreadsheet, line by line.
PDF in, spread out. The financial spread intelligence imports the statement, maps it to the lender template, reconciles the calculated figures against the source, and surfaces the exceptions instead of burying them.
The approved spread drops into the memo. Revenue, cost of goods sold, gross profit, all carried through with the version history attached.
One flow, start to finish. One flow from PDF statement to approved spread to credit memo. One PDF export that carries the spread and the policy analysis together.
On-screen copy
Borrower PDFs. Spreads by hand? Financial Spread Intelligence. Small Business Income Statement. PDF in. Spread out. Guided sample imported. Review the exceptions, calculations and exceptions before approving. Approved spread drops into the memo. One PDF. Spread and policy analysis. How it works, spread to memo: one flow, start to finish. 1 flow: PDF statement to approved spread to credit memo. 1 PDF: memo export carries the spread and the policy analysis.
From the Fundingo walkthrough. Demo data shown. No voiceover in the clip, music bed only.
