Implementing Finley


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 notifications on your credit facility.


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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