We provide lender-ready capital raise packaging and debt or equity placement support for business owners and buyers looking to secure serious term sheets and close funding on a defined timeline.
For business owners and acquirers pursuing private debt or equity, submit your deal for review. We revert within one working day with next steps and either a quote for our services.
For pre-submission discussions, we offer paid consultations. To initiate underwriting and lender outreach, submit the deal.
Lending Operations And Back Office
Debt servicing software is the system of record for a credit portfolio. It calculates schedules, posts payments, handles fee logic, accruals, statements, delinquency workflows, and reporting. If it is wrong, everything becomes wrong.
This shortlist is built for operators, not for demos. You will see who each platform is best for, what to pressure test, and where teams usually get burned during implementation.
If you are building a financing program and need capital provider alignment, start with How It Works and What We Do.
“Servicing” is not just collecting money. It is the operational truth of the loan or credit agreement. The platform must handle product rules, posting order, interest methods, variable rates, partial payments, reversals, charge offs, restructures, and investor reporting. Most failures are not dramatic. They show up as reconciliations that never tie, disputes that explode, and reporting that cannot be trusted.
Reality check: the best debt servicing platform is the one that matches your product complexity and your reporting obligations. Overbuying is expensive. Underbuying breaks trust.
The platforms below cover common segments: fintech and specialty lenders, enterprise commercial lending, private credit operations, and mortgage servicing. They are linked directly so you can validate product scope from the source.
A modern loan servicing and loan management platform that leans into configuration and API style workflows. Often evaluated by fintech lenders and specialty finance teams that need speed without losing control.
A long standing loan management and servicing platform used by lenders that want deep configurability and operational workflows across the lifecycle.
Loan management and servicing software with an emphasis on automation, portfolio visibility, and configurations suited to complex servicing and collections operations.
A lending automation platform that includes loan servicing, often considered by teams that want an end to end stack with configurable product builders.
A cloud banking and lending engine used by banks and fintechs building flexible lending offerings. Strong fit when you want composable infrastructure and integration across systems.
A well known platform in commercial lending, including complex portfolios such as syndicated and bilateral loans, where servicing and operational rigor matter.
An enterprise option for commercial loan servicing, often evaluated by financial institutions that want workflow, reporting, and front to back alignment.
A servicing solution used across retail loan products, typically considered by institutions that want a consolidated servicing system of record.
A platform and services suite that covers loan operations across loan types, including private credit use cases where accounting, reporting, and servicing intersect.
Widely used in alternatives, including private credit and CLO workflows, where loan management, data, and reporting need to stay consistent across teams and administrators.
A mortgage servicing system of record used by mortgage servicers, focused on servicing operations, risk, and compliance in mortgage portfolios.
A mortgage servicing software provider positioned around modern servicing experiences and platform consolidation for large servicing environments.
Use this table as a first pass filter, then pressure test configuration limits, posting order transparency, and reporting outputs in a proof of concept.
| Platform | Best For | Strength | Pressure Test |
|---|---|---|---|
| LoanPro | Fintech and specialty lenders | Configuration and integration posture | Edge cases in fee posting order, reversals, and modifications |
| Nortridge | Operations heavy servicing teams | Lifecycle workflows and configurability | Reporting flexibility, integrations, and migration tooling |
| Shaw Systems | Servicing plus collections complexity | Automation and portfolio visibility | Collections policies, recoveries, and investor distribution logic |
| TurnKey Lender | Teams wanting an end to end lending stack | Broad platform scope | Servicing depth for your specific product types and accounting rules |
| Mambu | Composable lending infrastructure | Cloud lending engine integration | How much sits inside Mambu versus external systems and data warehouses |
| Finastra Loan IQ | Complex commercial lending | Portfolio breadth and servicing depth | Implementation scope, integrations, and operating model changes |
| FIS Commercial Loan Servicing | Institutional commercial lending | Workflow and enterprise servicing | Data model fit, reporting needs, and integration effort |
| Fiserv Loan Servicing | Retail loan portfolios | Consolidated servicing record | Product coverage, statement logic, and borrower data model |
| SS&C Loan Solutions | Private credit and broad loan operations | Operations plus software plus services options | Workflow ownership, integration points, and reporting outputs |
| Allvue | Alternatives, credit asset managers, CLOs | Loan workflows plus data and reporting orientation | Loan level accounting requirements and administrator handoffs |
| ICE MSP | Mortgage servicing | Mortgage servicing system of record | Default workflows, integrations, and customer experience layer |
| Sagent | Mortgage servicing modernization | Servicing platform consolidation approach | Transition path, integration, and servicing operations fit |
Financely supports structuring and lender decisioning for commercial finance mandates. If you are a lender, servicer, or credit platform raising a facility to fund receivables, inventory, or loan portfolios, we package the mandate to lender standards and route it to matched capital providers. Where execution requires licensing, we coordinate execution through appropriately licensed partners under their approvals.
If you are raising a facility and want term sheets, submit the mandate with your portfolio summary, performance history, and controls plan. We will revert with feasibility, a checklist, and a decisioning path.
No. CRM tracks relationships and pipeline. Servicing is the system of record that posts money, accrues interest, generates statements, and produces auditable reporting.
Posting order and reversals. If you cannot clearly trace how payments are applied across interest, fees, principal, and escrow, you will fight reconciliation forever.
Sometimes. It depends on your team and product roadmap. An end to end stack can reduce integration work, but only if the servicing depth matches your contracts.
If you have investor reporting, warehouse requirements, or regulated servicing obligations, yes. Generic systems often struggle with the reporting and controls your stakeholders will demand.
If you want a clean evaluation, do not start with marketing claims. Start with your servicing policy, your contract logic, your reporting obligations, and your exception workflows. Then force every vendor demo to follow your realities, not theirs.
Financely advises growth-focused businesses on accessing capital by introducing their opportunities to professional investors. Financely is not a securities broker or dealer. Where appropriate, engagements are coordinated with regulated broker-dealers, investment banks, legal counsel, and other specialists.
Financely does not solicit, offer, or accept orders to buy or sell securities and makes no assurance regarding capital-raising outcomes.
Services are strictly business-to-business. Financely does not provide personal finance, consumer credit, or retail advisory services.
Advisory services are reserved for post-revenue companies that recognize the time and resources required for professional underwriting.
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request a quote
and receive indicative commercial terms. If you require guidance before engaging,
book a paid telephone consultation.
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Email supportdesk@financely-group.com for general enquiries, press & partnership requests.
All mandates start with an RFQ. We review submissions, issue a brief Go/No-Go memo, and where bankable, release a Term Sheet that leads to funding. We arrange capital across Senior Secured, Unitranche, Second Lien/Mezzanine, Preferred Equity, and Gap Solutions. We do not process deals by email or chat.
Letters of Credit, Standby LCs, Confirmations, Receivables Finance, and Inventory Lines with control.
Funding arranged for trade flows with instruments sized to your cycle and aligned to delivery and settlement.
Move forward to secure working capital and keep goods moving. Submit the RFQ to start underwriting for funding.
Limited or non-recourse structures for energy and infrastructure with lender-ready materials.
Funding solutions aligned to project cash flows with credible covenants and conditions to reach notice to proceed.
Advance the file to termable status. Submit the RFQ so we can underwrite and secure funding.
Debt and Preferred solutions anchored on cash flow, Quality of Earnings, and clear closing mechanics.
Funding across senior, unitranche, and preferred to match stable cash flows and acquisition timelines.
Get financed on workable terms for closing. Submit the RFQ to start underwriting.
Acquisition, development, bridge, and refinance with lender-ready packs and third-party reports managed.
Funding calibrated to DSCR, leverage, and tenancy with terms designed to close.
Move to a financeable package. Submit the RFQ to initiate underwriting for funding.
KYC and Source of Funds required. Engagements are best-efforts and subject to underwriting. Preference for operating companies with meaningful revenue. See our FAQ and Procedure.
Financely Inc. (“Financely”) provides corporate-finance advice and is wholly owned by Aurora Bay Trust, a trust formed under Bahamian law, together with its authorized affiliates. Depending on deal structure, jurisdiction, and local rules, engagements may be carried out through Financely Group LLC, a non-deposit-taking, non-banking financial company; Ashford Capital Advisory LLC; or another related entity.
Financely and its affiliates are not registered as securities broker-dealers and do not execute securities transactions or hold client funds or securities. When a mandate involves the purchase or sale of securities and a registered intermediary is required, any orders are introduced to and executed by one or more independent U.S. broker-dealers registered with the SEC and FINRA. Those broker-dealers are solely responsible for trade execution, custody, and related regulatory obligations. Nothing in this material constitutes an offer, solicitation, or recommendation to buy or sell any security or to engage in any specific transaction. Before engaging Financely Group LLC, Ashford Capital Advisory LLC, or any affiliate, you are responsible for confirming that such engagement complies with your own legal, regulatory, tax, and other requirements. In the United States, certain advisory activities may be conducted in reliance on exemptions available under the Investment Advisers Act of 1940, including the “foreign private adviser” exemption where applicable. Our services and regulatory status may vary by jurisdiction and by transaction type.
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