Home › Functional documentation › Partner institutions and availability
Document menu← Home
Functional documentation
  1. 01Invoicing & OHADA accounting
  2. 02Invoice pipeline
  3. 03Financing request
  4. 04File analysis
  5. 05Offers & structured conditions
  6. 06Competitive position & market ranges
  7. 07Contracts, facility, and financing servicing
  8. 08Institution KYB
  9. 09Institution subscriptions
  10. 10Collateral & borrowing base
  11. 11Third-party custody
  12. 12Alerts & business observability
  13. 13Partner institutions and availability
  14. 14Legal review
  15. 15Embedded AI
  16. 16Company workspace, tenders & monitoring
  17. 17CRM, bids & contract management
  18. 18Human resources & delivery capacity
  19. 19Contract guarantees & execution loans
  20. 20Banking file, consent & review
  21. 21Bank decision, issuance & documentary evidence
  22. 22Documentary Collateral & verification limits
  23. 23Access rights, Founders program & notifications
  24. 24Data & integrations: universal exports
  25. 25Connected apps, public API, webhooks & MCP
  26. 26ERP connectors & synchronization
  27. 27Banking API & Collateral
Other documents
Functional documentation

Partner institutions and availability

Why

A banking request must be addressed to an institution authorized for the relevant country and product. Checking availability helps the company prepare the right file and identify the conditions to meet before submission.

How, in the application

The company prepares its information and documents, then checks the institutions offered for its country, product, and currency. An institution needs a valid qualification, an authorized scope, and authorized staff to receive and review the file.

Banking Connect file preparation is available. Submission requires a partner institution activated for the product and country. If no recipient is available, the file remains saved and can be completed; this does not trigger submission or a banking decision.

Safeguards

  • A product's presence in the catalogue does not guarantee that an institution is available for your request.
  • An institution's authorization for one country or product does not automatically extend to others.
  • The recipient, consent, and required documents are checked again at submission.
  • The decision, financial terms, guarantee issuance, and disbursement belong to the institution concerned.