Who it is for
Every party. One record.
Arrangers, lenders, borrowers and agent banks each see their own role-filtered view of the same loan — and act on it in the same place.
01Syndicate · Trade
Arrangers
Coordinate distribution and execution from one deal room.
- Intelligence
- Match
- Book
- Close
The need
Lender targeting from memory, books kept in spreadsheets across joint bookrunners, and Q&A scattered across mailboxes slow every deal down.
How LoanBook helps
- 01Reach a broader network of relevant lenders and investors
- 02Use investor preferences and market intelligence to improve targeting
- 03Give joint bookrunners one current view of the transaction
- 04Run secondary sell-downs through BWIC in the same place
02Syndicate · Trade
Lenders
Banks and institutional investors — matched to new deals, and trading them in competition.
- Preferences
- Matches
- Price
- Settle
The need
Banks, credit managers, pension funds and insurance companies hear about deals late, review information over email, trade by phone-around and reconcile positions against the agent by hand.
How LoanBook helps
- 01Set liquidity and credit preferences once; get matched to new primary and secondary deals
- 02Review information securely in permissioned data rooms
- 03Buy and sell loans through BWIC and OWIC auctions, with faster settlement
- 04See positions, cash flows, notices and e-votes in one place after closing
03Direct Funding · Administration
Borrowers
Raise funding directly, then run the loan in one place.
- Arrange
- Raise
- Draw down
- Report
The need
Borrowers rely on the lenders they already know, and after close they chase the agent for drawdowns, statements and waiver status.
How LoanBook helps
- 01Self-arrange funding with lenders beyond the home market
- 02Streamlined closing means quicker access to capital
- 03Request drawdowns and track payments in a self-service portal
- 04Upload compliance certificates and request waivers online
04Administration
Agent banks and loan operations
Every deal end to end, with most maker tasks automated.
- Set-up
- Notices
- Covenants
- Votes
The need
Agency teams run on mainframe-era systems, fax and spreadsheets — with 200+ fields re-keyed from every facility agreement.
How LoanBook helps
- 01Reduce agency operating costs by 60–80% through automation
- 02Process drawdowns, interest, fees and payments with maker steps automated and checker approval
- 03Real-time compliance and an immutable audit trail
- 04Scale the portfolio without proportional headcount, and offer agency-as-a-service