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
  • Overview
  • How to upload loan tape and cash balance CSVs
  1. Core Capabilities

Manual Uploader

PreviousReports RepositoryNextDeliverables

Last updated 2 years ago

Overview

Finley's Data Integrations allow you set up programmatic bank and loan data transfer to Finley, both of which are necessary for Draw Requests and other Finley features. In some cases, though, it's necessary to manually upload Loan Tape and Cash Balance CSV files.

The Manual Uploader enables you to upload the file inputs necessary to kick off a Funding Request.

How to upload loan tape and cash balance CSVs

  1. Navigate to the Manual Uploader capability from the sidebar.

  2. Select your reporting date.

  3. Upload the Loan Tape and Cash Balance files for your credit facilities.

  4. Upon a successful upload, the Status column will display a green checkmark icon.

Note: Uploading new files will invalidate prior submissions.