Monitoring Your Credit Facility
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.
Finley's Insights Page
The Statements page keeps track of your credit facility ledger, as well as interest and fees that have accrued over time.
Finley's Statements Page
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 Deliverables Page
Last modified 6mo ago