Powered by our proprietary software, we provide a full suite of loan administration and loan servicing capabilities tailored to our client needs in order to provide maximum efficiency. Our services include:

  • Acting as a sub-agent on a “white label” basis, to perform some or all of the agency responsibilities on behalf of the Agent
  • Manage loan cashflows, via a sub-agent account or through the Lender’s account as required
  • Perform regular reconciliations of all activity on the sub-agent / lender account
  • Completion of KYC and onboarding of parties as required
  • Operational review of the underlying Credit Facilities
  • Settlement and reconciliation of all cash payments
  • Provide a Loan Servicing Report on a periodic basis, outlining positions and activity for a loan portfolio
  • Provide access to an online portal for Lenders in order to access information around specific loan positions
  • Timely execution and booking of Lender transfers
  • Ad-hoc query management

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