Documentation Index
Fetch the complete documentation index at: https://docs.lendpathway.com/llms.txt
Use this file to discover all available pages before exploring further.
Pathway generates Excel workbooks from parsed data. Pick a template and the system builds a workbook with live formulas, conditional formatting, and clean layouts: ready to send to a funder or attach to a file.
Workbooks open in-browser, download as .xlsx, or open directly in Google Sheets.
Credit report templates
| Template | Description |
|---|
| Full | One tab per bureau with FICO scores, revolving credit, income and DTI, derogatory summary, and an accounts table with In-Util / In-DTI toggles |
| Summary | Single-sheet view: scores and account counts |
| LOC Scrub | Delinquencies, revolving utilization (50% / 25%), unsecured loans, and a DTI panel |
Bank statement templates
| Template | Description |
|---|
| Monthly Columns | Monthly deposit totals, true revenue, DTI metrics, and payment frequency by month |
| Stack View | One row per payment schedule across all MCA positions: funder, amount, frequency, remittance, and active status |
Tax templates
| Template | Description |
|---|
| Qualifying Income | W-2, Schedule C, and pass-through entity breakdowns with qualifying income calculations |
Default templates
Each organization sets a default template per document type. The org default is pre-selected when a user generates a spreadsheet. Users override the default on any individual export.
