Reinventing Deal Execution and Compliance

Lending

Overview

Automating the creation of loan documents is similar to automating the production of offering documents for a debt issuance. There are a few differences, however. As a company with a team of lawyers and IT professionals experienced in documenting financial transactions, we understand these differences and are able to offer our clients a solution that is tailored to the scope of transactions they wish to automate.

Our approach

Loans to institutional clients are typically characterized by lower volumes and greater complexity than standardized debt products issued to the retail market in high volumes. In that regard, loans are comparable to bonds with a bespoke feature set offered and sold in private placements.

To accommodate the breadth of possible features, a document automation system for loans must be flexible. Our solution offers users a menu of building blocks that can be combined in arbitrary ways. In implementing this solution, our experts analyze our clients' documents and identify frequently used text blocks with a view to standardizing them and defining a data structure that is capable of storing them in a format that ensures they can be used across a broad range of transactions.

We are intimately familiar with the relevant market practice and can create a workable set of templates very quickly.

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Case studies are available upon request.