Finley for Banks
Finley streamlines operations for private, commercial, and investment bank lending divisions, with a focus on:
• Syndicated Loan Servicing
• Fund and Lender Finance
• Asset-Based and Asset-Backed Lending
• Securities-Based or Tailored Lending
• Syndicated Loan Servicing
• Fund and Lender Finance
• Asset-Based and Asset-Backed Lending
• Securities-Based or Tailored Lending
Tailored Solutions for Financial Institutions
Credit Agreement and Covenant Tracking
Quickly see key credit agreement terms and conditions with Finley's digital credit agreement.
Plus, stay on debt capital deliverables (i.e., affirmative covenants), such as servicer reports, financial statements, and compliance certificates.
Plus, stay on debt capital deliverables (i.e., affirmative covenants), such as servicer reports, financial statements, and compliance certificates.
Loan Servicing and Operations
Let Finley handle servicing at every step, enabling back office and middle office teams to save time and reduce manual errors.
Access a complete record of all historical notices.
Send invoices and manage pro rata fundings, rate sets, or interest payments automatically.
Access a complete record of all historical notices.
Send invoices and manage pro rata fundings, rate sets, or interest payments automatically.
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Portfolio Monitoring and Dashboards
Save dozens of hours monthly by integrating your borrowers and portfolio companies seamlessly onto our two-way platform.
Use Finley's customizable queries and dashboards to proactively monitor negative covenants and portfolio and asset level trends, such as utilization, effective advance rates, net leverage, and LTV.
Use Finley's customizable queries and dashboards to proactively monitor negative covenants and portfolio and asset level trends, such as utilization, effective advance rates, net leverage, and LTV.
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Customer Spotlight
“When we looked for off-the-shelf software solutions that could meet our needs, we couldn’t find one that could handle the nuances of our credit agreement. Finley helps us minimize risk and saves our finance and engineering teams dozens of hours a month.”
Eric Glyman
Chief Executive Officer, Ramp
