Notice Manager

Manage incoming bank loan agent notices with a single secure platform

Notice Manager enables loan managers to more effectively and securely handle inbound agent notices related to their bank loan holdings. Use our service to streamline your day-to-day operations and take control over research and audit needs using historical information. Take advantage of workflow and collaboration tools to optimize front and back-office operations. The service allows you to efficiently handle changing data dissemination and retrieval requirements and supports FpML, faxes and emails, including attachments in Excel, Word, PDF and other formats.

Key benefits:

  • Efficiency – Achieve straight-through processing with proven FpML message routing and eliminate the need for storage space when you convert from manual to electronic filing
  • Streamlined workflows – Configure queue segmentation that enables users to automatically assign a facility to the appropriate operations team member
  • Flexibility – Customize workflow steps based on your internal operational procedures and quickly search historical documents with diverse criteria
  • Robust reporting – Use reporting tools to optimize workflow trafficking and identify notice processing bottlenecks
  • Categorized documents – Categorize incoming notices by portfolio, received date, issuer, facility, activity type and effective date

Customers

  • Money management and investment firms
  • Hedge funds
  • Banks
  • Insurance agencies
  • Private equity funds

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