Platform Overview
One Platform. Every Syndication Workflow.
From the first lender conversation to final close — every tool your team needs to run a commercial loan syndication lives in one secure, connected workspace.
Deal Management
From Mandate to Close — Without the Chaos
Debtigo gives you a single, structured workspace for every syndication. Track deal status, manage participants, coordinate tasks, and keep all documents and decisions in one place — across your entire portfolio.
- Deal pipeline with configurable stages from origination to close
- Participant management with defined roles and allocation tracking
- Document organization at the deal level with version history
- Milestone and timeline tracking with team-level visibility
- Deal-level activity log for compliance and internal review
Lender CRM
Know Exactly Where Every Bank Stands
Stop tracking lender relationships in your inbox. Debtigo's purpose-built CRM lets syndication teams log every interaction, track credit appetite, and maintain a complete history across every deal — so nothing falls through the cracks.
- Credit appetite tracking with full history across deals
- Banker call logging with flexible participant and topic tracking
- Engagement history and follow-up queue per lender
- Lender network view across your entire portfolio
- Notes and context tied to each lender record
Secure Data Room
Bank-Grade Encryption. Organized Like Your Team Needs.
Every document encrypted at rest with AES-256-GCM. Role-based access control ensures only the right parties see the right files. A full audit trail logs every view, download, and modification — giving compliance teams what they need.
- AES-256-GCM encryption at rest and TLS in transit
- Role-based folder and file permissions by deal participant
- Version history and file changelog for all uploaded documents
- Tamper-evident audit trail exportable for regulatory review
- Secure sharing links with expiration and access controls
Loan Admin Portal
Stay on Top of Every Covenant and Reporting Obligation.
Once the deal closes, the work isn't done. Debtigo's loan administration portal keeps covenant schedules, reporting deadlines, and amendment history organized — giving admin teams and borrowers a shared, always-current view of obligations.
- Covenant schedule with status tracking and upcoming deadline alerts
- Borrowing base and financial reporting management
- Amendment and waiver logging with full approval history
- Structured data export for risk, reporting, and analytics teams
- Shared view for borrowers and administrative agents
Platform-Wide
Built for Institutional Requirements
Every module shares the same security, compliance, and integration foundation.
Enterprise-Grade Security
AES-256 encryption, role-based access, full audit trail, and SSO/SAML support — built for institutional security requirements.
API-First Integrations
Direct integrations with AFS, Finastra, FIS, Outlook, Google Calendar, and Zoom. API-first architecture for custom connections.
Compliance-Ready Audit Trail
Every action — view, edit, approve, sign — is logged, timestamped, and exportable for regulatory review and internal audit.
Security & Compliance
Built for the Security Standards Banks Require
Every document encrypted. Every action logged. Every participant verified. Security isn’t a feature — it’s the foundation.
AES-256 Encryption
All files and documents encrypted at rest and in transit. No plaintext data in storage.
Role-Based Access Control
Deal-level permissions ensure only authorized participants can see sensitive information.
Full Audit Trail
Every action — view, download, edit, approve — is logged, timestamped, and exportable.
SOC 2 Type II Ready
Security controls aligned to enterprise and institutional standards for compliance teams.
SSO / SAML Support
Integrate Debtigo with your organization's existing identity provider and access policies.
Data Residency Options
Control where your data is stored and processed. Available on Enterprise plans.
See the full platform in action.
Book a 30-minute demo and we'll walk through every module with your team's specific use case in mind.