How it works
Digital interaction throughout the loan life cycle for Borrower, Agent and Lenders!
Our platform is multi-faceted, and each party has access to a dashboard with dedicated tasks and activities alerting them to transaction related requests. Lenders in a syndicated deal not only can review the requests coming from the agent but also have the ability to exchange digital messages in real time with the agent. Outside of transaction based interaction, lenders have 24/7 access to their own deal data in real time.
Collaborative approach to transaction management
Borrowers
Borrowers have access to their own self-service portal. Here they can view their facility data and initiate life cycle transactions such as drawdown requests, rollover instructions and payments. When a transaction has been submitted, it flows into the agent’s queue on their dashboard.
Agent
The administrative agent receives the request and can then review and approve the transaction. The borrower and lenders are then informed via their digital dashboard of the transaction request.
Lenders
The lender receives the transaction request and can review and acknowledge the transaction by a click of a button. If the lender has a query, they can contact the agent directly through the platform using a real time messaging service.
The borrower’s dashboard
On-demand view of all their facility information including limit, drawn and available to draw
Access to all the underlying loan information and detailed breakdown of interest calculation
Ability to initiate loan lifecycle events such as drawdowns, rollovers, payments and on-demand reporting
The agent’s dashboard
All activities and active deals are tracked
Notifications sent when lenders interact with a transaction by acknowledging a request or sending a message, and users can respond accordingly, allowing a more collaborative approach to the administering of the loan
The platform offers complete transparency over the transactional workflow process
Each party has access to the current step in the workflow and what is left to complete
The lender’s dashboard
Real time deal data
24/7 access to their deal data in real time via their agent-supplied self-service portal
Interactive workflow
When a transaction is executed by the agent, the lender receives a task notifying them of the transaction and giving them the option to acknowledge and send, and (if required) communicate with the agent directly through a secure messaging service.