WEBVTT

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You want a structured starting point for a borrower conversation.

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This is preparation only: an automated lender-intake inbox is not
verified.

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Use an authorised deal and its funding evidence rather than
expecting a dedicated loan application queue.

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Identify the actual borrower, transaction and information needed
before initiating the institution’s separate intake process.

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In Deal Room, inspect Filters and Funding.

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Needs funding is a deal characteristic, not a submitted loan
application.

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Open an eligible record only when you have access.

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In Due Diligence a Raise Capital checklist may be available.

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It tracks preparation requirements, not a lender’s credit decision
or guarantee.

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Filtering and checklist progress do not establish eligibility,
affordability, approval or an offer.

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Use Document Builder with an eligible deal source to inspect
available funding templates.

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Assemble the actual amount, purpose, financial evidence and
repayment or investment assumptions.

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Review a draft against current records.

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The dedicated capital-raise listing editor is disabled in this
version.

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These general tools prepare a finance discussion; they do not run
automated underwriting, submit an application or issue a credit
approval.

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For a real enquiry, confirm amount, purpose, sources and the
participant authorised to supply evidence.

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Request missing information through permitted deal or room
controls.

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Then follow your institution’s intake and credit process.

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General filters and templates support preparation; they do not
automatically receive an application, credit-score a borrower or
create an approval or finance offer.