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
Powered by GitBook
On this page
  1. Core Capabilities

Digital Credit Agreement

PreviousMonitoring Your Credit FacilityNextAutomated Borrowing Base Calculation

Last updated 10 months ago

Overview

The Credit Agreement Tab is where you can find key details of your credit agreement. This page contains the details necessary to run Finley’s software, and it is unique to the specific facility indicated at the top right of the page. You can use the box in the top right to toggle between credit agreements if you have several capital providers. You can also download copies of your credit documents at the top of the page.

Hint: By toggling the credit agreement in the top right hand corner, the change will be applied across all other tabs.

The information on the page is categorized into Transaction Details, Facility Mechanics, Reporting Deliverables, and Borrowing Base Mechanics.