Finley Knowledge Base
  • What is Finley?
  • Guides
    • Implementing Finley
    • Getting Started with Finley
    • Executing a Funding Request
    • Monitoring Your Credit Facility
  • Core Capabilities
    • Digital Credit Agreement
    • Automated Borrowing Base Calculation
    • Draw Requests
    • Recycle Requests
    • Statements (Draws, Interest, Fees)
    • Monthly Servicer Reports
    • Borrowing Base Reporting
    • Receivables Dashboard
    • Borrowing Base Insights
    • Strats & Report Builder
    • Reports Repository
    • Manual Uploader
    • Deliverables
    • Calculation Terminologies
    • Event Log
    • Finley API
    • Settings
    • Data Integrations
      • AWS S3 Setup Guide
      • SFTP Setup Guide (Client-Hosted)
      • SFTP Setup Guide (Finley-Hosted)
      • Setting up Bank Data Integrations
  • Additional Features
    • Receivable Assignment
    • Custom Strats
    • SSO
    • Collateral Data Quality, Roll-Forward Analysis
    • Asset Verification
    • Forward Flow
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  • Capabilities

What is Finley?

NextImplementing Finley

Last updated 4 months ago

Finley is the first portfolio management platform built to streamline lender-borrower and lender-lender relationships in addition to optimizing internal operations and analysis. Banks, borrowers, and asset managers use Finley to centralize, digitize, and automate everything from interest and fee calculations to performance trend cards and compliance triggers.

Guides: Jump right in

Follow our handy guides to get started on the basics as quickly as possible:

Capabilities

Learn the fundamentals of Finley to get a deeper understanding of our main capabilities:

Implementing Finley
Executing a Funding Request
Monitoring Your Credit Facility
Digital Credit Agreement
Monthly Servicer Reports
Draw Requests
Borrowing Base Insights