Automated transaction monitoring
The no 1 Covenant monitoring tool. Add horsepower to your agency team.
Do 7x more than you are doing now, cheaper & error free. Never miss a reporting deadline again. Your deal monitoring is fully automated for the life of the loan. Covenants, ratios, key assets values all aligned to as many combinations of business day calendars as you want. Our secure datarooms will collect borrower data, monitor it and provide exception reports for you. Provide access to your lenders so you don't have to constantly resend the same information. Scale your loan operations with confidence without adding more headcount. Make technology work for you.
Here's why you should use it.
- You have a portfolio of 1000's of loans that needs monitoring
- You want to avoid key man risk around systems
- You want to automate collection of key documents
- You want to spend more time servicing clients
Adding more headcount to your team is expensive
Your operating margins are eroded if you have to add more resource everytime you win more business
Running loan agency on large syndicated deals with 100's of lenders can be a time consuming process. Competition is fierce for private and syndicated deals. Our tech allows you cut 1000's of manhours out of the loan admin process to leave you free to focus on winning new business.
Borrower data direct to you. Shared with your lenders.
You don't need to be sending out chaser emails. Let us automate data and document collection across your portofolio
We sync the collection of this data with as many different business day calendars as you want. You can customise reporting parameters on asset values or ratios as you like. . No more constant manual oversight, emails, or individual processing. Our platform empowers your team to focus on what matters—making strategic decisions, not chasing data.
Manual data collection is a thing of the past
Only spend your time on the deals that need your expertise. Let's take the robot out of the human
Automate your data collection
Your automated transaction monitoring can be as bespoke as you like
Invite your borrower & lenders
Borrowers access the portal and upload the required documents. Lenders can access the uploaded documents once uploaded.
Create repeat or 1 off reporting
Ongoing reporting or 1 off events can be scheduled as part of a borrower's profile. Maintenance covenants or conditions precedent can all be accommodated.
Permissioned access to data
Make docs public or private to suit your clients demands.
Eliminate Key man risk
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Our tech takes no holidays, is never sick, never misses a due date
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Data accessible to everyone in the organisation not just 1 person’s calendar/inbox
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Notifies lender, borrower, agents 3 days before and on due dates
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Automatically chases overdue submissions
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Automatically produces exception reports in the case of covenant breaches
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Automatically adjusts reporting schedules for ad-hoc bank holidays (QE2 funeral!)
To get a demo of our Borrower reporting tech schedule a demo
We want to supercharge your business. Let's do this together.
Give us a call on +44 7899 901668, leave a message,
or book a demo ›