Underwriting process

The Credix underwriting process consists of three major phases: screening, due diligence, and structuring. During the screening phase, our internal team and/or an asset manager will check eligibility criteria and financial metrics. It's during the due diligence phase that our underwriters and asset managers carefully review a borrower's financials and historical performance in detail. In the last phase, we structure the credit facility taking care of regulatory compliance, FX hedging (if applicable), collateral management, and reporting standards.

Last updated