At Finley, we’re focused on making borrowers and lenders workflows smoother, clearer, and more collaborative. This month, we’re excited to roll out two powerful updates: Activity, a shared source of truth for every deal-related action, and enhancements to Tasks that make ownership and deadlines easier to manage.
These updates are designed to give you better visibility, stronger coordination, and more confidence across every deal.
Activity: A single source of truth
Across borrowers and lenders workflows, important decisions can get buried — hidden in email threads, siloed in spreadsheets, or lost across systems. Finley’s new Activity feature changes that by providing a centralized, contextual log of every step, comment, and stakeholder in your deal.
Here’s what Activity brings to your workflow:
- Automatic tracking of every key action. Whether it’s a funding request, document change, compliance submission, or credit agreement update.
- Clear communication in context. Add comments, clarify decisions, ask questions, and align on next steps — all without switching tools.
- Internal and shared comments. Use private comments for internal team discussions, and public threads for coordination with borrowers, lenders, or bank partners.
- Pinned updates and resolved threads. Keep critical details front and center, and tidy up as work progresses.
Whether you're reviewing a draw request or preparing for an audit, Activity ensures everyone stays aligned and nothing falls through the cracks. No more email chains. No more version control issues. Just one shared source of truth.
Smarter task management with assignees and due dates
We launched Tasks earlier this year to help teams track and manage responsibilities across deals. With our latest updates, Tasks now support assignees and due dates, making it easier than ever to stay organized and accountable.
Here’s what’s new:
- Assign tasks to individual users. Tasks are automatically assigned to deal owners but can be reassigned to the right person at any time.
- Track your own view. Users get a personalized view of their assigned tasks, so it’s easy to prioritize and focus.
- Set and edit due dates. Keep timelines visible, make sure deadlines are hit, and follow up on overdue tasks.
Together, these improvements help your team delegate more clearly, collaborate more efficiently, and move faster—without relying on side-channel communication or manual tracking.
If you missed it, read more about the original Tasks launch here: February 2025 Product Release →
Learn more
Finley is purpose-built to help borrowers and lenders simplify the complex, from compliance tracking and reporting to funding requests and loan monitoring. With these new updates, your team can spend less time chasing down updates — and more time executing with clarity.
Want to see these features in action? Schedule a demo with our team—we’d love to show you what’s new.
