Agents, trustees, and fund administrators service other people’s deals, and carry the burden and operational risk of every manual intervention and process. LoanStreet automates loan agency and administration end to end and provides your client with permissioned, real-time access to their data.
Borrower requests arrive by email and phone, then get re-keyed. There is no self-service channel for draws, repayments, elections, or covenant submissions. Moreover, transmission of each borrower action to the lender or syndicate is typically manual, which introduces the potential for delay or errors.
Clients expect real-time visibility into their positions and bespoke reporting. Without a shared record, every request becomes a manual report, which again create opportunities for delays, misunderstandings or errors. Moreover, many legacy platforms make it difficult to manage custom fields and accounting entries for different lenders on the same transaction; let alone custom fields and accounting entries for the agent separately from the lenders.
Deal data, cash, documents, and contacts are spread across separate tools, so every answer requires a manual intervention stitching sources together.
PIK, unitranche, delayed draw, and non-pro rata structures are worked out by hand in spreadsheets, where a single error can propagate across multiple downstream events, accruals and payments. Even less complex obligations like manual look-ups and entries for rate determination dates create opportunities for error or delay.
Lender registers, reallocations, notices, and amendments across many lenders are tracked manually and checked twice.
Matching incoming cash to invoices and outgoing distributions is done line by line, and payment instructions need manual authentication.
Keeping contact and working group lists current for every deal party is a constant, error-prone email exercise.
Payments, draws, and remittances move from request to settlement without re-keying. LoanStreet generates NACHA files for ACH and messaging for wires, SWIFT, and EFT, delivered to every party’s bank. Co-lenders and borrowers submit their own banking instructions on-platform.
Deal setup, lender registers, amendments, impairment workflows, and distributions run from one place, with AI boarding from credit agreements. Take on more clients and deals without a matching rise in headcount.
Each client, co-lender, and advisor gets permission-based, real-time access to their own deals and positions. Manager, fund, and SMA views plus API data support bespoke client reporting.
True PIK and PIK toggle, unitranche, delayed draw, multi-currency, and non-pro rata funding and repayment are modeled natively, not in a side spreadsheet.
LoanStreet’s MCP server lets your team query deals, positions, payments, and covenants from Claude or the AI agent of your choice, with the same permissions as the platform.
Built for agents servicing on behalf of clients, not just lenders servicing their own book. Payment recordation, distributions, lender notices, covenant documents and financial ratios and compliance materials are handled with a complete audit trail.
Agents run deal setup, lender registers, amendments, impairment workflows, and pro rata or non-pro rata distributions from one place, with borrowers and co-lenders submitting requests and banking instructions directly on the platform.
Yes. Any data point is consumable via API, customized extracts can be scheduled, and data can be pushed to client data lakes or warehouses.
Yes. The LoanStreet MCP server connects Claude or another AI agent to deals, positions, payments, and covenants, using the same permission-based access as the platform.
Yes. The Borrower Portal, invoices and statements all can be customized to display either the Agent’s logo or that of their client.
See the full LoanStreet commercial and corporate loan servicing platform: AI loan boarding, straight-through payments, covenant tracking, and portfolio analytics.