Capital Markets · 8 min
The Anatomy of a Lender Package
Loan Flow Pro Editorial ·
A lender package is not a zip file attached to an email. It is a presentation of risk, narrative, and completeness.
The best packages include only what that lender needs — not everything you have ever received from the borrower. Tokenized links let you expose tasks and documents selectively.
Shopping links invite unknown lenders to introduce themselves; direct packages go to relationships you already trust. Both modes log access.
When a lender marks items reviewed, your desk sees it in real time. That is flow — not another phone call asking if they received the email.
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