Finley Unveils Software-Powered Monthly Servicer Reporting to Streamline Asset-Based Lending Transactions

SAN FRANCISCO, May 21, 2025 /PRNewswire/ -- Finley, a leading provider of debt capital software solutions, today announced the launch of its enhanced Monthly Servicer Reporting (MSR) capabilities, designed to eliminate the logistical and technological hurdles faced by corporate borrowers, particularly those with warehouse facilities. This new capability directly addresses the most difficult parts of MSR generation and management: collaboration, data management, and knowledge management.

According to BNY, the market for private credit has grown tenfold over the past 15 years, and is projected to reach $3.5 trillion by 2028. In private credit transactions that are asset-based, MSRs are a crucial yet error-prone of the lender-borrower relationship. MSR assembly and verification requires meticulous data aggregation from disparate sources, complex calculations derived from credit agreements, and extensive review.

"For over four years, we've worked closely with Finance teams to identify the most challenging aspects of MSR generation and tracking," said Jeremy Tsui, CEO of Finley. "Our new MSR capabilities take everything we've learned and put it into a product form. Now Capital Markets and Finance teams can have the modern collaboration, file management, and data analysis capabilities that teams like Sales and Engineering have come to take for granted."

Solving the MSR Coordination Challenge

Finley's MSR capability is integrated into its Deliverables module, providing a centralized hub for all MSR needs. This module offers:

• Clear Deadline Visibility: Borrowers gain instant access to "Due Soon" reports and historical submissions, ensuring a single source of truth for preparing current MSRs and reviewing past outputs.
• Structured Requirements: MSRs often require 14-16 distinct input files, each with specific formatting requirements. Finley clearly outlines these needs, whether the files are programmatically generated or manually entered.
• A Collaboration and Analysis Hub: After submission, Finley customers can see all MSR data points, team discussions, historical files, and relevant analytics in the same Deliverables module. This moves MSR management from the email inbox into a purpose-built system.

Streamlining Data Aggregation and Collaboration

Finley tackles the complexities of data aggregation head-on, ensuring files are correctly formatted and easily managed:

• Guided File Generation: Within the platform, Finley provides a clear breakdown of required files and their exact formatting specifications. Each requirement comes with a "data dictionary" that provides crucial context, especially when Finance teams are collaborating with Data or Engineering teams for historical or point-in-time reports.
• Enhanced Collaboration and Versioning: Recognizing that generating files correctly on the first attempt isn't always possible, Finley includes robust collaboration tools and versioning capabilities. This allows teams to track changes, view previously submitted files, and work with internal and external collaborators.

The First Debt Capital System of Record

By streamlining the entire MSR process, Finley delivers both time-savings and knowledge management benefits for both lenders and borrowers:

• Time and Risk Reduction: Automating data collection and report generation saves dozens of hours of manual labor per month and reduces delays in coordinating across teams.
• Actionable Insights: Every data point from Finley's MSR capability is securely stored in the software's data lake, allowing for in-app aggregation, querying, and visualization. This augments existing workflows based on email inboxes and ad hoc data analysis.
• Enhanced Trust and Strategic Focus: Transparent, auditable, and accurate reporting fosters stronger trust between lenders and borrowers. This shift frees Finance teams to move beyond operational concerns and dedicate their time to other priorities like capital allocation, risk management, and portfolio optimization.

For more information, visit Finley's website.

About Finley

Finley is the leading Credit Management System for banks, asset managers, and corporate borrowers. By automating key credit workflows and ensuring credit agreement compliance, Finley streamlines corporate loans for all participants in the credit ecosystem. Finley's software is used by customers such as Valley Bank, Ramp, and Trinity Capital to administer and optimize debt capital operations across asset-backed loans, fund finance, securities-based loans, and syndicated loans. The company is backed by venture capital investors like CRV, Bain Capital Ventures, Y Combinator, Haystack, and Nine Four Ventures.

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SOURCE Finley Technologies, Inc.