Loan servicing for private credit
Offer modern loan administration without adding headcount or building software.
Finley operates as your sub-agent behind the scenes so you can expand into private credit, increase wallet share, and keep clients on one platform.
Finley operates as your sub-agent behind the scenes so you can expand into private credit, increase wallet share, and keep clients on one platform.
What you can offer your clients
Credit agreement and covenant tracking
Turn complex credit documents into a digital source of truth. Monitor covenants, store obligations, and keep deliverables on schedule with maker/checker approvals and audit logs.
Invoicing and funds-flow automation
Generate lender and participant invoices in clicks, automate notices, and execute disbursements from approved funds-flows — no spreadsheets or manual templates.
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Smart alerts and dashboards
Get alerts when thresholds are crossed. Use configurable dashboards to track outstanding balances, accruals, fees, and upcoming actions.
See what your clients will receive
Finley generates lender and participant invoices in clicks — white-labeled to your firm and formatted to your specs.
Schedule a demo
How the partnership works
1.
You stay front and center
You have full oversight of the loan post-close, with visibility and control that ensures seamless servicing, faster reporting, and stronger borrower relationships.
2.
We run the servicing
Finley handles day-to-day operations (KYC, money movement, notices, invoices) inside the portal; your team has oversight without the manual lift.
3.
We integrate your stack
Optional direct integration to SS&C Geneva eliminates brittle transformations and improves accuracy.
Frequently Asked Questions
Will this require more staff or training?
No. Finley delivers loan servicing as a white-labeled sub-agent, so your team can offer the service without adding headcount or learning new workflows.
How do you handle compliance and data security?
Finley is SOC I, II, and III compliant, encrypts data in transit and at rest, and provides maker/checker reviews and full audit logs.
How are data boundaries handled?
Role-based access, SSO support, encryption in transit and at rest, and complete audit logs.
Does Finley integrate with our systems?
Yes. We support bank data and accounting integrations and can export to downstream systems to fit your stack.
What’s the typical timeline?
Implementation focuses on digitizing the credit agreement, aligning templates, and connecting data. Most teams go live in weeks.
Find out what Finley can do
Show us your current servicing workflow and objectives. We’ll map a sub-agency model that fits your client base and operating model.
Schedule a demo
