Finley transforms MSR reporting for ABL

In a significant step toward simplifying asset-based lending operations, Finley has announced a major enhancement to its Monthly Servicer Reporting (MSR) capabilities. This new solution is crafted to eliminate the persistent challenges borrowers face when managing MSRs—specifically around collaboration, data handling, and knowledge retention.

With the private credit market expanding rapidly, the demand for efficient, accurate MSR processes is more pressing than ever. Asset-based transactions depend heavily on reliable reporting. However, the MSR workflow has long been plagued by fragmented data, convoluted calculations rooted in dense credit agreements, and labor-intensive review processes.

Over the past four years, Finley has collaborated extensively with finance teams to understand the intricacies and bottlenecks of MSR management. These insights have now been distilled into a powerful new product suite designed to give capital markets and finance teams the same modern tools for collaboration and data analysis that other departments—like sales and engineering—already enjoy.

Centralised Coordination through the Deliverables Module
At the core of Finley’s revamped MSR experience is its integration into the platform’s deliverables module. This module acts as a command center, organizing all aspects of MSR management into a single, accessible space.

Users now benefit from clear deadline tracking through “Due Soon” alerts, while also maintaining easy access to historical submissions for comparative and compliance purposes. The tool ensures that borrowers no longer struggle to align on formatting or input needs. Typically, an MSR involves 14 to 16 unique files, and Finley guides users through the specific formatting and data requirements for each one, whether sourced from automated systems or manual entry.

Empowering Teams with Collaboration and Context
Finley’s system also doubles as a collaboration and analytics hub. Once data is submitted, the platform allows users to review key MSR metrics, trace prior submissions, and engage in team discussions—all in one location. This functionality removes the need to rely on email threads and scattered file versions, providing a far more streamlined and auditable environment.

To aid in generating accurate reports, Finley offers guided file templates and a detailed “data dictionary,” which is especially valuable when Finance teams work alongside Data or Engineering counterparts. The company has also implemented strong version control tools, enabling users to track revisions and collaborate fluidly with internal stakeholders and external partners.

From Workflow to Strategic Value
Beyond simplifying logistics, Finley’s MSR technology offers broader organizational benefits. By automating repetitive tasks and standardizing data collection, the system can save teams dozens of hours each month and reduce the risk of delays or errors. Furthermore, every MSR data point is securely stored in Finley’s proprietary data lake, enabling advanced in-app analytics and insights.

This structured, transparent reporting process not only builds trust between borrowers and lenders, but also empowers Finance professionals to shift their focus from operational tedium to strategic initiatives such as capital deployment, risk assessment, and portfolio optimization.

About Finley
Finley is a frontrunner in Credit Management Systems, serving banks, asset managers, and corporate borrowers. Their platform simplifies complex loan administration by automating credit workflows and ensuring compliance with credit agreements. Finley’s clientele includes industry leaders such as Valley Bank, Ramp, and Trinity Capital. The company is backed by notable venture firms including CRV, Bain Capital Ventures, Y Combinator, Haystack, and Nine Four Ventures.