Lender Agreement Packs
Fixed term agreements, minimum term agreements, loans, hire purchase agreements, certificates of acceptance, commission disclosures, and facility acceptance documents.
Extracted document creation service
MySF Document Creator
A standalone workspace for creating finance documents from MySF and HubSpot deal data. It prepares lender packs, company documents, individual documents, invoices, and supporting instructions with the right customer, asset, and agreement details already filled in.
Documents It Creates
Use the creator to produce agreement packs and operational documents for deal workflows, customer folders, and lender submissions.
Guarantees and Schedules
Schedule of goods documents, corporate guarantees, capped personal guarantees, and uncapped personal guarantees where supported by the selected lender pack.
Invoices and Instructions
Invoice instructions and EOL invoice documents generated from deal asset lines, supplier details, quantities, and values.
Company Documents
Company-level documents using registered company information, addresses, contacts, and folder data gathered from connected systems.
Individual Documents
Individual document flows for contacts, guarantors, and manually supplied details when a deal needs person-specific documents.
Document Folders
Folder creation, uploads, file listing, sharing, downloads, and refresh actions for customer, deal, and signed document areas.
Supported Lenders
The automated pack flow currently maps templates and fields for these lender libraries.
BNP Paribas
Tower Leasing
Systems Finance & Capital
Akira Systems Finance
Investec
Quantum