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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  • Insights
  • Statements
  • Deliverables
  1. Guides

Monitoring Your Credit Facility

PreviousExecuting a Funding RequestNextDigital Credit Agreement

Last updated 2 years ago

Insights

You can use the features on the Insights page to view all mechanics behind your credit facility. You can see the performance of your portfolio and borrowing base over time, including utilization effective advance rate over time. We also provide access to analytics on eligibility and concentration limits so you can see what factors are affecting your advance rate, both on a historical and go-forward basis.

Statements

The Statements page keeps track of your credit facility ledger, as well as interest and fees that have accrued over time.

Deliverables

The Deliverables feature helps you track and fulfill key items that must be provided to your capital provider. It shows exactly what must be sent and is organized by due date. By staying on top of your deliverables, you can avoid penalties and fees and maintain maximum access to your credit facility.

Finley's Insights Page
Finley's Statements Page
Finley's Deliverables Page