Send lenders an email invitation with access details. They can view diligence materials on the platform based on their declaration, your access rules and public/private file designation.
Manage bookbuilding
Leave notes, record orders, monitor statuses and collaborate with your deal team from the LoanSend bookrunning tab. It aggregates relevant data points on organized profiles.
Migrate to a linked Agency site after syndication concludes. LoanSend’s Fanatical 24/7 Support team can transfer users, files and folders from the syndication room.
LoanSend is an integrated loan syndication management platform for borrowers, arrangers, agents and institutional lenders. By bringing syndication, agency and secondary processes onto a single platform, it enables better execution across stakeholders, automates compliance requirements and institutionalizes knowledge throughout the transaction lifecycle.
LoanSend leverages virtual data room technology to make loan syndication simple, secure and compliant. It offers integrated lender permissioning, a staging area to empower diligence material distribution and an embedded bookbuilding tool to streamline your process, centralize key transaction touchpoints and give you more control over execution.
You can create a new LoanSend in minutes via the “Create LoanSend” form on your Deal Manager Portal or by contacting our Fanatical 24/7 support team via phone or email.
By Email: support@loansend.com
By Phone:
Lenders can be added to a LoanSend in the “Add Users” section of your LoanSend’s “Settings” tab, or by our Fanatical 24/7 Support team.
You can also add users in bulk via copy/paste or Excel upload, assign permission groups, set email alerts, and customize your LoanSend email invitation from the “Add Users” page.
No. You are free to execute once and continue to utilize our services as applicable.
If you or your client has an engagement letter on file with FINSIGHT, you will notice that our full scope of services is covered subject to specific work orders (now or in the future) submitted in writing, by email, over the phone or through the use of the solutions. In other words, you are free to execute once and continue to utilize our services as applicable. Please feel free to reach out to our Fanatical 24x7 Support at any time for confirmation.