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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  1. Guides

Getting Started with Finley

PreviousImplementing FinleyNextExecuting a Funding Request

Last updated 5 months ago

Navigation

Users can find the progress of implementation process from the homepage. Once the implementation process is complete, you’ll be able to access the full suite of Finley’s products. The sidebar on the left side of the dashboard shows each of Finley’s different modules: Credit Agreements, Reports, Funding Requests, Insights, Statements, and Deliverables.

At the top right of each page you’ll find a dropdown box where you can toggle between multiple credit facilities if necessary. If you change credit facilities, the change will be implemented across the other pages.

Key Features

Learn More

To schedule a live Finley training session or for access to a recorded training of Finley, reach out to your Finley point of contact via email, or contact support@finleycms.com.

The page can be used to see an overview of your funding trends, borrowing base, and cost of capital. You can see a detailed breakdown on the eligibility status of your assets as well as your concentration limits.

You can submit and view the status of existing funding requests from the tab on the left. Finley automates the reporting requirements and checks the status of your credit facility to make this a seamless process.

You can use the page to view and fulfill all upcoming reporting requirements due to your capital provider.

Insights
funding requests
Deliverables
Toggling between credit agreements