1. Next Generation
Asset-Based Lending
Solutions

2. 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.

3. 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.

4. 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.

5. 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.

6. Borrower Reports
 All reports are Role based.
 Lender controls which reports borrower can view.
 Reports can be downloaded to PDF (default), spreadsheet, or
Jasper.

7. 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.

8.  Borrower Notes
 Notes about borrowers are inserted here.
 Notes can be printed on reports.
 Notes can be sorted to have most relevant first.

9. Borrower Compliance Datasa
 Sample of compliance data.
 Customization of this data is possible.
 Customized export of this data is possible.

10. 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.

11. 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.

12. Daily Processing
 Each processing activity is role based.
 Access to all processing within XpediAR is accessed here.

13. Borrower Documents
 Documents uploaded by borrower can be viewed here.
 Documents uploaded here by borrower cannot be seen by
borrower without publishing to borrower.

14. 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.

15. Sample Report
 This is sample report in PDF format.

16. Request a Demo: www.xpediar.com
Give Us a Call: 888-696-3361
Thank You For Attending the
CFA Convention.