INTEGRATION DETAILS
defi ORIGINATIONS
Origination & decisioning
How it fits your workflow.
defi ORIGINATIONS supports lending workflows for auto and consumer finance. Its application and decision context is different from the later servicing record. When designing a handoff, keep applicant, dealer, and resulting loan references distinct so the next team can understand how the account originated.
WORKFLOW FOCUS
Auto finance applications and origination handoff context.
From your stack to your workflow.
01 / Map the outcome
Choose the process you want to improve and the records, events, or actions it depends on.
02 / Define the connection
Review supported capabilities, access permissions, field mapping, and policy requirements with your Paypath team.
03 / Validate before expanding
Agree on a focused workflow, test it with your team, and confirm the results before extending the scope.
A few things to know.
How does this differ from defi SERVICING?
ORIGINATIONS concerns the application and lending decision process. SERVICING concerns account administration after origination; their records should be linked without conflating their roles.
Can we keep our existing systems?
The starting point is your current stack. We work with your team to understand where each record lives and how the proposed connection should fit your operating model.
