Syndication
Syndication Management Without the Chaos
Grow your lending network by automating loan allocations, distributions, and investor reporting. Eliminate spreadsheets, speed up onboarding, and give partners transparent, real-time insight into every transaction.
Effortless Loan Allocation & Ownership Sharing
Managing shared loans shouldn’t slow you down. With Syndication, you can split ownership across investors or partners in just a few clicks, without juggling spreadsheets or chasing manual updates. Everything stays synced, accurate, and easy to track from day one.
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Automated Waterfall Distributions That Just Work
Stop triple-checking payouts. Syndication automatically calculates and sends every principal, interest, and fee distribution so you never worry about being off by a penny. It keeps track of the details for you, even when deals get complicated.
Clear, Transparent Reporting for Investors & Partners
Give investors the visibility they expect without spending hours preparing statements. Syndication creates clean, easy-to-follow reports that show exactly how each loan is performing and where every dollar is going.
Fast, Frictionless Investor Onboarding
Getting new investors set up shouldn’t slow you down. The platform guides them through KYC, collects what’s needed, and gives them instant access to their deals once approved. No long email chains or manual checklists, just a smooth start for everyone.
Shared Visibility Without Losing Control
Partners want transparency, but you still need the final say. This feature lets you share real-time loan performance, balances, and payouts while keeping all permissions and controls on your side. Everyone stays aligned, and nothing slips through the cracks.
Proven Results You Will See
Automation reduces manual data entry and follow-ups, helping teams process more deals in the same amount of time.
Move from onboarding to funding in a fraction of the time with smoother, automated workflows.
Precise waterfall calculations and audit-ready records eliminate nearly all manual mistakes in payouts and statements.
Why Teams Rely on Syndication
Grow your portfolio without adding headcount. Automation handles the tedious work so your team can focus on strategy, not admin.
Every change, payout, and allocation is logged automatically. Audits stop being stressful because your records are always organized and complete.
Standardized workflows remove the guesswork. You get repeatable, error-free operations that protect your relationships, your partners, and your bottom line.
Grow your portfolio without adding headcount. Automation handles the tedious work so your team can focus on strategy, not admin.
Every change, payout, and allocation is logged automatically. Audits stop being stressful because your records are always organized and complete.
Standardized workflows remove the guesswork. You get repeatable, error-free operations that protect your relationships, your partners, and your bottom line.
Frequently Asked Questions
What is loan syndication software and why do lenders need it?
Loan syndication software helps lenders share loan ownership with multiple investors while keeping everything organized and transparent. Instead of juggling spreadsheets, the platform handles allocations, payouts, and reporting automatically. This lets lenders scale their portfolio, reduce errors, and maintain compliance without increasing manual work. It’s especially helpful for teams that manage multiple investors or want real-time visibility into how each loan is performing.
How does automation improve accuracy in loan distributions and payouts?
Automation removes the most error-prone steps in the lending cycle.
- Every waterfall rule is built into the system
- Principal, interest, and fees are calculated automatically
- Payouts and statements are generated instantly
This means lenders no longer need to double-check formulas or track changes manually. The system ensures that every dollar is recorded correctly, giving both lenders and investors confidence in the numbers.
Can investors access their performance data without contacting the lender each time?
Yes. Investors get a secure login where they can see real-time updates on balances, payouts, and overall loan performance. They can also download statements or review past activity without waiting for someone to respond to an email. This creates a smoother experience on both sides: investors get transparency whenever they want it, and lenders spend far less time answering routine questions or manually sending reports.
How does the platform help with compliance and audit requirements?
The system keeps a complete record of every change, calculation, and payout so you always have an audit trail ready to go.
- Automatic logs for allocations and adjustments
- Secure storage for investor documents and KYC data
- Time-stamped reports and exportable records
This removes the stress of last-minute audit preparation and ensures nothing slips through the cracks. Lenders can confidently prove how decisions were made and show clean, organized documentation at any time.
Learn. Build. Grow.
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December 13, 2023
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