PLATMETRIX
Consulting Service

Lender Packages — Analyst

Everything a lender needs to say yes — packaged and consistent.

User Handbook
Intended forOverviewAnalystEnd User
For your role

For the Analyst

You produce the work behind Lender Packages. You gather and verify inputs, run the analysis, and prepare what everyone else relies on.

Where to focus

Live in the data, methodology, and “what’s inside” sections — you own their accuracy. You can move quickly past the access-and-billing material.

Section 01

What it is

A complete, consistent package for taking a deal to lenders.

Section 02

What's in the deliverable

The Lender Packages deliverable typically covers:

Section 03

How you access it

This service is delivered as a protected report in your portal, under Your Projects. Access follows the same staged model as every Market Intelligence deliverable:

TierWhat you see
Awaiting depositA payment prompt to begin.
Deposit paid — studyThe desktop study unlocks.
Paid in fullThe full deliverable.
Where you see it

Sign in, open your project, and this service appears as an Active card when it's included on your engagement. The project view shows which of the sixteen services are active.

Section 04

How it's produced

  1. Scoped. The service is added to your engagement and priced in the Quote Builder.
  2. Built. An analyst assembles the deliverable and stores it privately.
  3. Unlocked. Your access tier is raised as you pay; the portal serves exactly your tier — nothing above it is reachable.
  4. Delivered. It opens in your protected workspace, readable and downloadable.
The output you keep

A protected, downloadable package for your site decision.

PLATMETRIX · Lender Packages User Handbook · Console reflects seed data; your live screens show your own accounts.