With multiple lenders, complex structures and strict compliance requirements, syndicated, securitized and participation loans are difficult to manage with spreadsheets and manual processes. AXIS is AIO Logic’s all-in-one automated commercial lending platform, empowering lenders to manage even the most complex loan structures. With powerful end-to-end loan management software, AXIS provides a streamlined, centralized solution that eliminates manual processes.

AI-Powered Syndicated Lending Software

As an integrated structured finance software, the AXIS platform has a powerful loan syndication module that enables complete control over complex, multi-party loan structures — from allocations and participation tracking to reporting.

Comprehensive Syndication, Participation, and Securitization Automation

The AXIS AI-powered lending platform seamlessly manages complex multi-tranche and multi-investor structures through automated trading, bifurcation and waterfall logic. With AXIS, there’s no need for separate loan syndication software.

Loan and Pool Level Automation

Commercial lenders can apply syndication, participation and securitization to both single loans or pooled assets, and investors can enter or exit positions seamlessly. The platform maintains complete control and consistency even when loans are distributed across multiple pools.

Automated Loan Servicing Reports and Waterfall Calculations

AXIS goes beyond traditional commercial loan servicing software, automating the calculation and tracking of capital calls, loan proceeds and distributions for any loan structures. Its configurable waterfall logic, applied at the loan or pool level, is updated monthly and complemented by sensitivity analysis tools. It gives lenders clear insight and precise control over complex financial flows.

Integrated Syndication and Structuring

For commercial lenders that require comprehensive commercial lending analytics software, AXIS provides actionable insights into loan performance, risk exposure and portfolio trends. It integrates loan data and capital markets functionality, allowing users to seamlessly manage complex structures, advanced and standard rates and other parameters. The platform automates:

  • Reporting
  • Investor reporting and communications
  • Loan accounting
  • Loan invoicing
  • Cash or collateral management

Automated Reporting

The AXIS Customer Portal enables electronic management and signing of borrowing bases and compliance certificates, replacing manual spreadsheets with a streamlined, precise process. This approach ensures compliance and reduces administrative burdens on lenders and borrowers.

Automated Risk Monitoring

Leverage AI-powered loan portfolio analytics to monitor exposures in real time, identify emerging risks and optimize portfolio performance across all syndicated and participated loans. Automated financial analysis tools within AXIS streamline the evaluation of loan performance, cash flows and risk metrics.

Lenders get immediate insight into their exposures with live portfolio risk and loan performance tracking. Advanced risk testing identifies potential weaknesses early, so your origination teams can make informed decisions.

Automated Investor Reporting and Participant Accounting

AXIS removes manual loan accounting challenges by automatically generating ledger entries. As an integrated syndication and loan participation software, it aggregates data for capital accounts, accrued returns, IRR and more. This gives lenders a consolidated view of their portfolio’s financial performance.

Why Choose Our Integrated Loan Syndication Software?

AXIS enables 99% accurate data extraction with processing times as fast as 45 seconds. By centralizing all processes in a single, automated platform, lenders overcome the limitations of juggling multiple disconnected systems. This improves productivity and efficiency.

Real-time data management ensures transparency across loan origination, servicing and compliance, while dynamic financial dashboard software gives lenders immediate access to insights. This is a faster, more cost-effective approach to managing every loan structure, including syndicated loans.

Request a Demo

Simplify your syndicated lending operations and streamline the loan life cycle with AXIS. Contact us to schedule a demo.

Explore AXIS Features

Features