Compliance Navigator Features

Compliance Navigator

Manage loan compliance with the latest technology

Loan Agreement SOFTWARE

Cerebro digitizes a full loan agreement onto an indexed and searchable platform.

Receive email Alerts & reminders

Customize reports and alerts to ensure compliance with the loan agreement and manage operational risk.

Financial Covenants ANALYSIS

Compute financial ratios and limits per the terms of the agreement to assist with financial analysis and risk management.

AUTOMATE COMPLIANCE REPORTS

Streamline the creation of compliance certificates and workflow approvals.

40% of middle market companies violated a loan agreement and didn't know it.*

*Based on study of first time Cerebro Compliance Navigator users. 

If you’re not using Cerebro, you may be at risk of a loan default too. 

What are you missing in your loan agreement?

Financial executives rarely have time to re-read their lengthy loan agreements. There are so many things that could be hiding in your fine print. 

Cerebro’s Compliance Navigator helps you track them all. 

Financial Covenants

  • Automate ratio calculations
  • Account for add backs and other EBITDA adjustments
  • Run cushion analysis on forecasted years
  • Drag & drop updated Excel or CSV files

Non-financial Covenants

  • Receive reminders to review covenants
  • Easily update status of each covenant
  • Track document location for further review
  • Invite other stakeholders

Reporting triggers

  • Monitor any covenants requiring immediate notifications
  • Intuitive heatmap overview
  • Clearly track due dates and reporting deadlines

Intuitive & easy-to-use software

Frequently Asked Questions

How long does it take to digitize my loan agreement?

It takes 5 minutes to create an account and drag & drop your agreement. Cerebro’s expert team will then take 24-48 hours to digitize all the covenants. 

Can I track MULTIPLE loans?

Cerebro’s Compliance Navigator can easily handle multiple loans with different covenant packages. Manage each loan individually or see all your loans on one dashboard. 

Who sees my loan information?

Your loan covenants and covenant reports are securely managed within your private account. You can grant access rights to various stakeholders like your counsel or accountants. You can generate one click reports and send it to your lender only when you are ready. 

How do I update the financial ratios?

You can easily drag & drop your updated financial statements in a matter of minutes. Your updated financials will flow through and instantly calculate your covenants. 

How am I notified when a report is due?

You can activate email alerts and reminders 15 and 30 days before a report is due to your lender. 

Can my attorney review it?

Yes. Your stakeholders can receive view only, edit or approval rights on any of your compliance reports. 

Discover the latest technology for managing loan compliance.

Sign up now for a 20 minute demonstration of Cerebro’s Compliance Navigator to learn:

  • How to create automated compliance certificates
  • Why non-financial covenants are so important
  • How other companies are leveraging the software to reduce risk of loan default

 

12 W Madison St
Baltimore, MD 21201

1 (866) 470-0705

info@cerebrocapital.com

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