Lender onboarding
Add Chief without replacing your lending stack.
Start with valuation and Quality of Earnings. Expand only where the workflow creates value.
The onboarding path.
01
Agree on scope
02
Complete vendor / diligence requirements
03
Identify the first file
04
Deliver valuation / QoE
05
Review the workflow and results
06
Expand based on actual usage
What Chief needs
- Specific transaction documents
- A designated lender contact
- Delivery requirements
What Chief doesn't need to start
- Core replacement
- Bank-wide data integration
- Write access
- Automated credit authority
Use your existing providers
Chief can also organize an existing third-party valuation or QoE into the Living Credit Record where appropriate.