Loan Compliance Software
Loan Agreement Software
Cerebro’s covenant compliance platform digitizes a full loan agreement onto an indexed and searchable platform. Multiple stakeholders including finance teams, lenders, and portfolio managers all benefit from a single repository with user permissions and world class security.
Non-Financial Covenant Tracking
Easily track non-financial covenants through clear interactive dashboards. Easily assign loan covenant tasks to internal stakeholders and track event driven loan covenants and notifications automatically.
Financial Covenant Analysis
Compute financial ratios and limits per the terms of the agreement to assist with financial analysis and risk management.
Covenant Calendar & Reminders
Customize your calendar views and email alerts to ensure all reviewers and SMEs are reporting compliance on time.
Compliance Reporting & Communication
Streamline the creation of compliance certificates and workflow approvals. Send compliance certificates and email alerts to internal and external stakeholders.
Reducing the risk of loan default
Over 38% of middle market companies violated a loan agreement and didn’t know it. If you are still using Excel spreadsheets and calendar reminders, you may be at risk of a loan default as well as costly amendment fees from your lender.
Smart CFOs can save time and avoid additional fees by automating and monitoring their loan compliance with a state-of-the-art loan management software platform. Compliance Navigator is the solution for any company managing credit facilities.
*Based on study of first time Cerebro Compliance Navigator users.
Frequently Asked Questions
How long does it take?
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.
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.
Would you like to see a demo of Cerebro’s Compliance Navigator?
Learn how to create automated compliance certificates. Discover why non-financial covenants are so important. Consider how other companies leverage the software to reduce the risk of loan default. Sign up for a demo today!