Syndicated Loans
Finley’s syndicated loan servicing engine is designed for the modern era, built on a flexible and innovative architecture that adapts to your needs.
Streamline workflows with our integrated task manager, ensuring no dates or tasks are overlooked. Bring standardization to your processes without sacrificing configurability.
Streamline workflows with our integrated task manager, ensuring no dates or tasks are overlooked. Bring standardization to your processes without sacrificing configurability.
From data ingestion to invoice generation, Finley's platform ensures accurate calculations and smooth operations.
Flexible systems integration
Import your data from your existing ledger in any format (such as CSV or PDF), using any transfer mechanism (e.g., SFTP or via API).
Unmatched configurability
Configure data checks and automated invoicing workflows for any combination of lender structure, benchmark rates, and output templates.
Purpose-built workflows
Leverage Finley's automation engine for autogenerating invoices and reports, as well as processing funding, amortization, and payment data.
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Portfolio analytics and alerting
Visualize loan-level interest and portfolio KPIs. Set up automated alerts for reporting or reconciliation items that may need your attention.
Simplify complex facilities with automation that reduces manual intervention and maintenance.
- Automate Complex Calculations: From ingesting rate tables to calculating unused fees, Finley handles the intricate details of your facilities seamlessly.
- Accurate Syndicate Share Tracking: Remove guesswork and ensure precision for paydowns, fundings, and interest or fee splits across all syndicate members.
- Adapt to Change: Leverage a configurable platform to navigate amendments, rollovers, and other changes in syndicated finance without disruption.
Let Finley handle notices at every key step, saving time and reducing errors.
- Seamless Automation: Generate and send notices for funding, invoicing, rate sets, or interest payments automatically.
- Comprehensive Details: Ensure all necessary information is included, eliminating manual edits or additions.
- Historical Insights: Access a complete record of all notices sent to borrowers and syndicate members for clarity and transparency.
Make data-driven decisions with real-time insights into your portfolio
- Comprehensive Dashboards: Monitor trends in outstanding balances, commitments, and unused commitments over time.
- Future-Proof Projections: Equip your team with forecasts based on current trends to stay ahead.
- Effortless Reporting: Share insights with management easily, eliminating the hassle of consolidating disparate workbooks.
