Asset-Based Lending Workflow Template

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Overview: Asset-Based Lending Workflow Template

This workflow template illustrates the setup and closing of an asset based loan. Purchase and download this template in PDF and Visio (VSD) formats. You can customize it to fit your own organization, or simply use it to better understand Asset-Based Lending processes.

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Process Details and FAQ: Asset-Based Lending

What is included in the Asset-Based Lending process?

The Asset-Based Lending process involves the setup and closing of an asset based loan. This process includes the initiation of an asset-based loan (request is made, application is filled in with preliminary information, application is submitted to underwriting), application review by underwriting (credit analysis is made, etc.), risk assessment is made, application is approved or denied, loan preparation and final loan closing.

Which KPIs, or metrics, are typically used to measure this process?

The following metrics may be used to measure the Asset-Based Lending process:

  • 1.Average Debt-to-Income (DTI) Ratio
  • 3.Percentage of Recently Boarded Loans with FICO Over 699
  • 3.Servicing Portfolio Composition: FICO 620-659

Which employees and/or departments are involved in this process?

The following parties are typically involved in the Asset-Based Lending process:

  • Compliance Officer
  • Originator
  • Underwriter

What is the purpose of these workflow templates?

Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.

How are these workflow templates created?

These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.

How do I download a workflow template?

Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF and Visio (VSD) formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.

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  • Workflow Template


    Asset-Based Lending

    - Instantly download files
    - Includes PDF, VSD file formats
    - Customize the Visio version
    - Mapped in BPMN 2.0 format


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