BUREAUFI | LENDER PREPARATION CHECKLIST

A planning tool, not an application, eligibility decision, or reporting commitment.

[ ] KNOW YOUR LENDING BUSINESS
Be ready to explain your business, your role, and the commercial lending you provide.

[ ] UNDERSTAND WHO IS BORROWING
Confirm that loans you want to discuss are commercial loans to business entities.

[ ] KNOW WHERE THE RECORDS LIVE
Understand how you maintain loan terms, balances, payment activity, and supporting documentation.

[ ] THINK ABOUT AN ONGOING ROUTINE
Consider who will maintain information and support monthly payment reporting.

NEXT STEPS
Lender verification, record requirements, reporting destinations, and the monthly process are established during onboarding.

Use the separate lender signup form to request onboarding when available. Loan-document submission and account activation are separate steps.
Do not include borrower or loan records in public website interactions.
No credit-score, financing, or other outcomes are guaranteed.

Downloading this file does not submit anything to Bureaufi.