PORTFOLIO ADMINISTRATION & MONITORING
Protect your portfolio
Asset-backed loans require proactive monitoring and holistic management. With Finley, you can automate or verify collateral calculations, examine portfolio trends, and communicate with borrowers more effectively.
Digitized credit agreements
Master the details of your entire portfolio; quickly see key credit terms and conditions in Finley.
Borrowing base verification
Ensure collateral adequacy. See if borrower data passes QA checks, and if eligibility and concentration limits have been calculated correctly.
Funding request administration
Review and execute funding requests from borrowers with a few clicks. Maintain a centralized audit log and ledger.
Stay on top of all upcoming borrower deliverables. Build and maintain a comprehensive document repository.
Alerts and monitoring
Never miss an update. Receive e-mail and Slack alerts when credit facility KPIs exceed predefined thresholds.
Asset dashboards and insights
Manage your portfolio proactively. Monitor trends across borrowers, vintages, and asset classes.
Schedule a demo
Partner with Finley and accelerate your growth.