Agency Desk
Every agent notice, lender request and consent handled, checked and logged across the syndicate.
Why it matters
Agency teams rekey borrowing notices, rate settings and lender shares, and chase consents across dozens of lenders by email.
How the solution handles it
Five agents read each borrower notice, keep the lender register current, check interest, fees and pro-rata shares, track consents against the required lender vote and draft the notices. The agency officer approves every notice before it goes out.
How a notice moves
Five agents read notices, keep the register, check payments, count consents and draft lender notices; the agency officer approves every notice.
What it reads, and what it hands back.
What goes in
- Borrowing and rate notices
- Lender register and assignments
- Amendment and waiver requests
- Compliance packages
- Inter-creditor agreement (India)
What comes out
- Checked lender notices
- Interest and fee allocations
- Consent tracker
- Lender-ready reporting packages
Who uses it
The difference, in numbers.
Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.
“Target” = design goal, measured in the live solution · “Estimated” = our estimate · US shared national credits: $100M+ held by 3+ supervised lenders (OCC SNC program) · agents = the live solution’s configuration
5 specialist agents. One person decides.
More in this division.
Every deal package sorted, checked for gaps and summarised the day it lands, not days later.
Financial SpreadingEvery statement and tax return spread in minutes, global cash flow built, each number cited to its page.
Credit MemoA cited credit memo drafted from the spread, the file and your policy, ready for committee in hours.
Build this
for your team.
We’ll show Agency Desk running on your own documents.