As a lender do you offer various financing instruments to corporates such as standard term loans, revolving credit facilities, leasing products or structured financings? Ahead of a transaction, you require certain information from your client, e.g. for credit and KYC checks. Transactions often involve colleagues who do not have direct client access. Frequently data is updated throughout the process, resulting in different versions of various documents (e.g. loan agreement, term sheet, etc.). After a successful closing, reporting data needs to be maintained.
Through the structured workspace concept, you will find information from your different clients always in the same place and in the same form and YOU can directly involve your internal colleagues into the workflow.
You don’t require any specific know how or a separate application. Simply an invitation with access authorization from your client or their advisors and onboarding through CreditLinks. Complete hosting through systems domiciled in Germany offers you maximum security – unmatched by traditional and relatively insecure email communication.