Transform loan notice delivery with an auditable platform that enables self-service retrieval by lenders.

Agent loan notices are the key to effective communication, operational efficiency, and risk mitigation in syndicated lending and private credit lending.

Loan notice delivery, however, is notoriously labour-intensive and can be challenging for agents, lenders and third parties alike. Loan notices are sent and received in high volumes by fax or email, making it difficult for agents to confirm delivery and for lenders to confirm receipt. Loan notices are frequently misplaced and need to be re-sent, creating operational bottlenecks, delays, and frustration for agents and lenders alike.

DataXchange eliminates this operational burden with a centralized platform for data exchange and data sharing, where syndicated and private credit loan notices – in digital and analog formats – are accessible at no cost to lenders and their third parties.

Benefits for Agents in the Syndicated and Private Credit Loan Market

30 years of experience in loan markets

With more than three decades of expertise supporting global loan markets, the platform reflects deep operational knowledge of loan syndication, syndicated lending, and private credit lending workflows.

70k LXIDs for broadly syndicated loans and private credit loans

An extensive identification framework supporting over 70,000 LXIDs enables accurate tracking and reconciliation of loan notices across syndicated facilities, private debt, and alternative credit transactions.

8 of the top 10 loan agents partner with us

Leading market participants rely on our Lending Solutions to drive operational efficiencies and reduce costs. 

 

Key Features of DataXchange

Flexible processing of loan notices

The platform supports the digitization and processing of both structured and unstructured loan notices, including notices received via email or fax. This flexibility allows agents to continue operating in their preferred formats while benefiting from centralized loan notice management.

Audit capabilities for risk mitigation

Agents can log in to see which loan notices have been sent out and which lenders they have been sent to, creating a clear audit trail that improves transparency and strengthens risk mitigation.

Lender self-service at no cost

Lenders receive direct access to current and historical loan notices through a self-service portal at no cost. This enables operations teams to quickly retrieve notices tied to specific syndicated loan or private credit transactions.

Real-time data sharing and secure data exchange

AI-enabled tagging supports real-time data sharing, allowing notice data to be indexed and available within DataXchange minutes after the agent sends the notice, regardless of format.

100% coverage of asset data and activities

An extensive identification framework of 30,000+ LXIDs and 20,000 entity identifiers supports accurate classification of loan notices, improving operational reliability across loan syndication and direct lending activity.

DataXchange for Lenders

Lenders waste significant time chasing down and reconciling agent notices, resulting in delays, frustration, and higher operating costs. DataXchange eliminates these challenges, issuing notices in near real-time and indexing them to loan facility, activity type, and activity date on a single, searchable platform. The service is fast, efficient, transparent, and free for lenders and their fund admins.

Key benefits include:

DataXchange is powered by technology that:

Processes 24 million notices a year

The platform supports large-scale data exchange across global loan markets, enabling efficient handling of millions of loan notices annually.

Supports near real-time digitization

Advanced digitization capabilities convert analog documents into structured data that can be indexed and accessed instantly.

Achieves a >99% process accuracy rate

High processing accuracy supports reliable data sharing and improves risk mitigation across syndicated lending operations.

Frequently Asked Questions (FAQ)

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Transform your loan notice delivery with a centralized, auditable platform that enables self-service retrieval by lenders. Get in touch to find out more or request a demo.

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