Settlement and after
Settled, then on your register.
Conditions precedent, loan documents, security and funds drawn, tracked to the day. Once settled, the facility goes on your register with its maturity, fixed-rate end and review dates raised months ahead.
Settlement · Shah Hospitality
Lender A · $300,000
Conditions precedent tracked alongside, each with its date
Condition met
Valuation received · 22 Oct
Every condition, to the day
Accepting an offer raises what settlement needs: the signed acceptance, a valuation where it applies, loan documents, guarantees, security, insurance, each refinanced facility's payout and the settlement itself. The offer's conditions precedent sit alongside.
- Items raised from the accepted offer and the deal file
- Conditions precedent ticked off as they're met
- An offer about to lapse or a condition due raised as a task
- First repayment and covenant reporting dates kept after settlement
Your brief · Tuesday
5 things need you
The morning brief
One list across every deal: lenders gone quiet, credit questions waiting, offers expiring, declarations unsigned and conditions due. Chasers are drafted, each with a fresh link for whoever it's going to.
- A lender is quiet after five days, or after their own usual time to respond
- Chasers to BDMs, clients and accountants drafted for you
- Ask the deal assistant about any deal and get the answer with its source
- The assistant never says whether a lender will approve or which to choose
Facility register
18 active facilities
A register of every facility you've settled
Settled deals go on the register by themselves, with the dates worked out from the offer. The client's other facilities come from the debt schedule, and your older book comes in by CSV.
- Maturity, fixed-rate end, interest-only end and the annual review
- Raised as tasks six months, four months or a month ahead
- Your edits kept, never overwritten
- Import and export the register as CSV
Refinance · Bayview Bakery
Lender B · $420,000
Refinance opportunities, from your own book
Facilities maturing, fixed rates or interest only ending, and rates a point or more above your own recent loans of the same type. Each shows the figures. One click starts the refinance deal with the client and the facility already on it.
- Interest-only endings show the repayment step-up
- Rate gaps measured against your firm's own settled loans
- Dismiss what doesn't fit and it stays dismissed
- You call the client. Nothing is sent to them automatically
Also in Settlement and after
After the offer, and after settlement.
Settlement tracker
Items from the offer and the file, each with its date.
Conditions precedent
Ticked off alongside, with reminders when due.
Morning brief
Quiet lenders, waiting questions and lapsing offers.
Deal assistant
Ask about any deal and get the answer with its source.
Facility register
Every settled facility and its dates, plus your older book.
Refinance
Maturities, rate ends and rate gaps from your own book.
Before you ask
Questions about settlement and after.
- Can I bring in facilities I settled before Batonford?
- Yes. Add them one at a time or import a CSV. Borrowers are matched by ABN, then by name, and a preview shows what will change first.
- Does it email clients about refinancing?
- No. It raises a task and a line in your brief, and you make the call.
- Does it track trail commission?
- No. Your aggregator does that. The register shows the facility the trail comes from.
See it on one of your own deals.
A 20-minute demo. Bring a live deal or a recent credit paper.