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Fully Paid Lending Program Readiness

Fully Paid Lending (FPL) – under its various product names – has evolved with the market to become a core expectation of an increasingly large segment of the investor community. In today’s world, those educated customers are driving the market.

Key benefits include:

  • Add revenue streams to your business by unlocking valuable assets and accessing new fee income.
  • An end-to-end FPL program, driven by targeted technology and deep expertise, enhances the business value of fully paid lending.

To help you build a roadmap and business case for FPL, we’ve created these “readiness checklists” to assess:

  • Client Onboarding
  • Operations
  • Books and Records
  • Compliance
  • Reporting
  • Audit and Examination Scope
  • Key Rules and Processes Impacted by FPL Program
  • High-Level Business Process Workflow

Three versions are available to help you “check the box” of FPL program readiness no matter where you’re located:

At Broadridge, we help our clients build a business case for FPL, develop a blueprint for adoption, ease migration, and optimize operating models.

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