Partner Onboarding | PAIUL™ Capital Partner Portal

Form 2 of 12 · Verification

Institution Verification

Verify your organization. Corporate documents can be uploaded via the secure link in your onboarding email, or provided to your PAIUL onboarding specialist.

Account

Account Email *

Wahi email jo aapne Quick Application mein use kiya — isi se aapka onboarding record link hota hai.

Legal Entity

Legal Company Name *

DBA (if any)

EIN *

Entity Type *

Date Established *

Number of Employees

Headquarters Address *

Mailing Address (if different)

Company LinkedIn

Years in Business

Licensing & Regulatory

⚑ Required for banks, credit unions and government-program lenders.

NMLS Number

Primary Regulator

State Licensing Information

Key Contacts

Primary Decision Maker *

Compliance Officer

General Counsel

Funding Committee Contact

Operations Contact

Technology Contact

Accounting Contact

Insurance Certificate on File?

Corporate Documents — Ready to Provide

Form 3 of 12 · Capital

Capital Source Profile

Where your capital comes from and how much of it PAIUL™ can put to work.

Form 4 of 12 · Programs

Lending Program Matrix

Everything you fund. This builds the top layer of your PAIUL™ underwriting intelligence profile.

Form 5 of 12 · Credit Box — Most Important

Underwriting Guidelines

Add one card per loan product. These parameters power the PAIUL™ matching engine — the tighter they are, the better your deal flow fits.

Deal Killers (open text)

Preferred Deal Characteristics

Automatic Decline Criteria

Form 6 of 12 · Geography

Geographic Lending Box

Select every state you actively fund in.

✓ Select All 50 States

Market Preferences

MSA Preference

Urban Suburban Rural Opportunity Zones

Preferred Markets

Markets Excluded

County Restrictions

Other Market Restrictions

Form 7 of 12 · Documents

Deal Submission Requirements

Teach PAIUL™ exactly which files a submission must include before it reaches your desk.

Form 8 of 12 · Pricing

Pricing Matrix

Pricing per product. Ranges are fine — PAIUL™ uses these for pre-screen expectations, not rate locks.

Broker Compensation Policy

Referral Compensation Policy

Form 9 of 12 · Technology

Technology Integration

How PAIUL™ connects to your systems for deal delivery and reporting.

CRM

Loan Origination System (LOS)

API Available?

Webhook Support?

SFTP?

MISMO Compatible?

Preferred Deal Delivery Method

Technical Notes

Form 10 of 12 · Intelligence

Capital Markets Data Feed

Aggregate, anonymized reporting that makes PAIUL™ smarter — and your matches sharper. Select what your organization agrees to share.

Form 11 of 12 · Learning Loop

Outcome Data Agreement

Per-deal outcome reporting is how PAIUL™ becomes smarter for you. For every deal we route, your team confirms the fields below.

✓We agree to report per-deal outcomes on PAIUL-routed submissions, including: Submission ID, PAIUL Score, Approval Decision, Funded Amount, Rate, LTV, LTC, DSCR, Debt Yield, Collateral Type, Market, Borrower Experience, Borrower Liquidity, Loan Performance, Current Status, Default Status, and Payoff Date.

Outcome Reporting Method

Outcome Reporting Contact

Historical Data Available (optional — accelerates calibration)

Portfolio Concentration / Exposure Limits (optional)

Form 12 of 12 · Agreement

PAIUL™ Partner Agreement

Final certifications and electronic signature. On approval, your guidelines activate inside the matching engine.

✓Information provided throughout this onboarding is accurate and complete. ✓We have full authority to lend and/or invest as represented. ✓We agree to provide updated underwriting guidelines as they change. ✓We agree to provide outcome reporting per the Outcome Data Agreement. ✓We understand PAIUL™ is a predictive intelligence platform, not a lender, broker, or guarantee of deal flow. ✓We authorize inclusion of our organization in the PAIUL™ lender & capital matching engine.

Signatory Name *

Title *

Date

Electronic Signature Preview

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✓

Onboarding Complete

Your institutional profile has been submitted to the PAIUL™ compliance team. You'll receive verification confirmation and matching-engine activation details within 1–2 business days.

Predictive Funding Intelligence · PAIUL™ Capital Partner Network