
Platform and Technology
"Approved" Is Not a Status
A funding file passes through several approvals, and only one of them puts money in the client's account. Tracking the difference is most of the job.
4 min read
Insights
The systems underneath a funding operation — workflow, data, automation, and what infrastructure changes about how a book is run.

A funding file passes through several approvals, and only one of them puts money in the client's account. Tracking the difference is most of the job.

Almost every funding operation stalls at roughly the same size, and it is not a sales problem. It is the number of open files one person can hold in their head.