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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  • Requirements
  • Features
  1. Guides

Implementing Finley

PreviousWhat is Finley?NextGetting Started with Finley

Last updated 9 months ago

Requirements

To get started with Finley, we’ll need access to your credit agreement and ongoing servicing tapes. Once we have these documents, we’ll implement the product to the specifications outlined in your credit agreement.

From there, you have the option of connecting your credit facility-related bank accounts so we can fully monitor the balances of key accounts for reporting and compliance purposes. You can also integrate Finley with Slack and Email to receive on your credit facility.

Features

Some highlights of Finley’s product include the ability to submit funding requests with a few clicks, view credit facility analytics, and fulfill upcoming deliverables required by your capital provider. These tools can be used to maximize your access to credit, optimize cost of capital, and maintain credit facility compliance.

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