Validis Loan Manager

Validis Loan Manager is a data-driven platform helping lenders analyze borrower financials for loan servicing decisions. It integrates with accounting software used by borrowers (QuickBooks, Xero) to extract real-time data on revenue, cash flow, and expenses. Lenders see up-to-date insights on borrower health, guiding credit line adjustments or forbearances. Automatic flags warn if liquidity drops below thresholds. A workflow tool logs covenant checks, ensuring compliance with loan terms. Validis reduces the manual collection of financial statements, speeding decisions for SMB or commercial loan portfolios.