Private credit
Loan records, payment activity and the reporting schedule.
Records to bring
- Facility terms and borrower records
- Repayment schedules and bank activity
- Reporting requirements and source statements
Choose the first workflow
Automate payment matching, collections and reporting. Keep the source records and exception review in one workflow.
Agree on the boundaries
Connect your documents and servicing systems, set your review rules and give your team a clear process for exceptions.
Related reading
Browse the lending glossary or work through a calculator.
Talk to the team.
Book a call