Process Overview

The process is divided into two phases.

Admin User set up, you will prepare all the details for Instrument Workflow:

1. Initial Set-up : In this process you will onboard personas that will be using FinverityOS, create products and workflows and set up a master limit

2. Creating a Deal: Having the initial set-up information you can create settings for your Deals to enable transactions flow

Funder user's Business as Usual: Consists of Instrument Workflow and Operational day-to-day tasks involved with it:

1. Instrument Upload

2. Instrument Approval Process

3. Disbursement

4. Repayment

5. Reconciliation