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Automatically generate KYC requirements lists

Fill in a quick questionnaire to automatically generate a KYC requirements list for each lender that kicks off the KYC collection workflow.

 
 
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Efficiently satisfy KYC requirements

Delight clients by being the focal point of KYC collection, without the administrative burden. Borrowers can upload KYC documentation directly into Lenders' KYC lists. Where requirements are the same across institutions, a single upload can satisfy the requirement across multiple lists.