Origination
The borrowers and originators that fit your book, found, researched and reached, with your approval on every message.
Borrower to first call
One borrower or originator, from your target list to a first call. 4 workflows, then your reply.
Halvane Foodstuff Trading L.L.C.
4 workflows, then your replyOrigination
Nothing goes out without your approval, and every reply comes to you. The application follows from there.
- Reads
- Every reply, with the note on that company
- Decides
- Approve, revise or stop
- Replies
YouAwaiting your reply
Each stage is built to your credit policy and proven on your past files before it goes live.
See this stageWhat changes for your origination team
A pipeline that fits your criteria
Every company on the list matches your lending criteria, with the reason it fits.
A note before the first call
Each company arrives with a one-page note: what it sells, who pays it, how it is funded today.
Nothing sent without you
Every message is drafted in your voice and waits for your approval.
How it works with the rest
It opens the borrower file
A company that replies becomes a borrower file, with its note already in it.
It runs on your criteria
Sector, size, receivables, geography: the list follows the rules you write down.
A quiet lead is on the clock
A company that goes silent after a first call is flagged, with the follow-up drafted.
Your sources
Registries, trade data, your CRM and the lists you already buy, through an API or MCP.