TARGET

ROADMAP

Q2 2020

FREE assessment of your current brand stickiness strategy

​

Develop a plan based on your targeted end-state, customer base, resources, timing and budget

​

Gain consensus from your stakeholders, including legal, compliance and regulatory personnel as they will be impacted post-launch

​

Discuss capital markets needs including where lending capital is coming from and what to do with the products

Q3 2020

Gather business requirements and create business requirement documentation

​

Begin discussions and introductions with various capital market providers on the origination and secondary market side

​

Assess licensing and regulatory application and ongoing reporting requirements

​

Finalize engagement letters and scoping documents with us and any subs we collectively agree make sense to bring on-board

​

Participate in product development and marketing meetings

Q4 2020

Development and testing of end-to-end product or origination system

​

Development of servicing and establishing operational readiness

​

Compliance and regulatory follow-up, application, and tracking

​

Define reporting requirements

​

Marketing readiness and content generation

​

Consult on capital market agreements

Q1 2021

UAT end-to-end product platform

​

Stress test operating platform

​

Finalize compliance and regulatory

​

Construct Treasury polices and procedures

​

Audit platform (Trail of Bits)

​

GO LIVE!!

​

New product development