The lender packet is exports, not a project
Everything the lender asks for already exists in Folio — source-linked and CSV-exportable. Quarter-end becomes selecting reports, not rebuilding them.
Five reports in, one packet out — citations counted
Each component checks in as it joins the packet, and the citation counter keeps score: every figure in the bundle traces to a statement page or record.
Q2 2026 Lender Package
When the lender's analyst questions a number, you don't search — you open the citation. That's the difference between a packet and a defensible packet.
The quarter ends Friday. The packet is due Wednesday. The weekend in between has a name at your office — and nobody volunteers for it.
The assembly weekend exists because the numbers live in four managers' formats and one heroic spreadsheet. When they live as verified records instead, the packet stops being built and starts being exported.
What's in the bundle, and why it survives diligence
Each report answers a lender question — coverage, trend, leverage, liquidity — and each one is source-linked and CSV-exportable from Financial Reporting.
The same packet, each partner's slice
Equity partners get the REO filtered to their ownership share — the same verified numbers, recomputed per stakeholder, exported per recipient. One quarter-end, every audience covered.
See your portfolio in one trusted owner view.