Platform Overview

Every tool you need, in one platform.

From lender management to deal execution — Synply replaces fragmented workflows with a unified syndication platform built for how your team actually works.

Synply — Deal Fit Score and Allo booking instructions for Whispering Creek Senior Living

One Platform, Six Perspectives

Loan syndication touches every corner of the bank. Synply gives each team a purpose-built view into the same shared workflow — eliminating silos, reducing re-work, and keeping everyone aligned.

Market Intelligence

Lender CRM

Build and maintain a comprehensive lender network with structured profiles, appetite intelligence, and complete relationship history.

Structured lender profiles with asset class preferences and deal criteria
Appetite tracking across 16 asset sectors with geographic preferences
Contact management with communication history and activity logging
Relationship scoring based on engagement and deal participation
Lender
Asset Class
Appetite
Last Active
Atlantic Capital
Multifamily
High
2d ago
Pinnacle Financial
Industrial
High
5d ago
ServisFirst Bank
Office
Medium
1w ago
Valley National
Retail
Medium
2w ago
Syndications

Syndication Management

Run syndications from origination to close with automated workflows, real-time participant tracking, and centralized document management.

End-to-end deal lifecycle management with stage tracking
Automated commitment tracking and allocation workflows
Centralized document distribution with version control
Real-time deal dashboards with participant status updates
Deal Pipeline4 Active
Whispering Creek — $15.2M
Multifamily · Closing
Harbor Point Industrial — $8.5M
Industrial · Syndication
Oakmont Retail Center — $22M
Retail · Allocation
Summit Office Tower — $35M
Office · Origination
Market Intelligence

Lender Intelligence

Powered by the DealData acquisition — access real market intelligence on lender appetites, pricing benchmarks, and deal preferences across 267 banks.

989+ lender interactions with structured appetite data
Pricing benchmarks across deal types, geographies, and sizes
Search by asset class, geography, deal size, and lender type
Continuously updated with new market intelligence
Appetite Matrix — Top Sectors
Multifamily78%
Industrial65%
Mixed Use52%
Office38%

See Exactly What Synply Does for You

Every role gets a purpose-built view into the same platform. Here's what each team sees when they log in.

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Syndications
Deal Originators & Arrangers

Your day revolves around sourcing participants, tracking commitments, and getting deals to close. Synply replaces the email chains, spreadsheets, and phone tag with a single deal command center.

Deal Dashboard

Real-Time Deal Command Center

Every active syndication in one view. See commitment status, outstanding invitations, document completion, and closing timelines without chasing a single email.

Live commitment tracker shows who's in, who's pending, and who's passed — updated in real time
Allocation modeling lets you run scenarios before finalizing participant shares
Automated notifications alert participants to document updates, deadline changes, and commitment requests
Synply — Deal Dashboard
$80.7M
Active Pipeline
12
Commitments Pending
4
Deals in Progress
Whispering Creek — $15.2M
6 of 8 commitments received · Closing Mar 15
Harbor Point Industrial — $8.5M
3 invitations sent · Awaiting responses
Oakmont Retail Center — $22M
Allocation complete · Docs in review
Lender Matching

Find the Right Participants in Minutes

Stop working the phones blind. Synply's lender intelligence shows you exactly which banks have appetite for your deal — filtered by asset class, geography, deal size, and pricing tolerance.

Deal Fit Score™ ranks lender matches based on historical appetite data across 267+ banks
One-click invitations with pre-populated deal summaries sent directly through the platform
Track response rates and participation history to prioritize your most reliable partners
Synply — Lender Matching
Top Matches — $15.2M Multifamily SE
Atlantic Capital94%
Pinnacle Financial91%
ServisFirst Bank88%
Valley National82%
Operations
Loan Ops & Processing

You're the last line of defense before a deal closes — and the first to feel the pain when data doesn't match, documents are missing, or commitments don't reconcile. Synply gives you a single source of truth that flows from origination through closing.

Closing Workflow

Automated Closing Checklists

No more tracking closing items in a spreadsheet you email back and forth. Synply generates checklists per deal, tracks completion by responsible party, and flags overdue items before they become bottlenecks.

Pre-built closing templates customized by deal type — syndication, participation, and assignment
Milestone tracking with automated reminders to participants and internal teams
Exception flagging surfaces data mismatches between commitment letters and signed documents
Synply — Closing Checklist
Whispering Creek — Closing Items (6/9)
Credit agreement executed
Participation certificates distributed
Commitment letters reconciled
UCC filings confirmed
Insurance certificates received
Title policy reviewed
Environmental report — pending
Borrower legal opinion — due Mar 10
Final funding memo
Document Intelligence

AI-Powered Data Extraction

Upload credit agreements, term sheets, or participation certificates and Allo extracts key terms automatically — loan amounts, rates, covenants, key dates. No more manual spreading.

Extracts and structures data from PDFs in seconds — not hours
Human-in-the-loop review ensures accuracy before any data is committed
Centralized document vault with full version history and audit trail
Synply — AI Extraction
Create Deal — Upload term sheet for AI-powered data extraction
Post-Closing & Payments

Remittance, Funding & Wire Automation

Keep post-closing operations in sync without manual re-keying or chasing paper. Remittance reports, funding notices, and wire requests are automated and configurable — so you control the workflow and the platform handles the repetition.

Automated remittance reports generated from your deal and participant data
Funding notices and wire requests triggered by deal stage or on a schedule — fully configurable by deal type and institution
Single source of truth for payment and funding status, with audit trail and exception handling
Synply — Report generation
Report generation — configure automated remittance reports by deal, recipients, and workflow trigger
Portfolio Management
Portfolio Managers & Analysts

You need to see the full picture — concentrations, exposures, and risk — and you need it current, not three weeks stale. Synply gives you a live portfolio view that updates as deals close and commitments change.

Exposure Analytics

Real-Time Concentration Monitoring

Live exposure dashboards broken down by asset class, geography, counterparty, and industry. Automated alerts fire when you're approaching policy concentration limits — before it becomes a board-level conversation.

Drill-down views from portfolio-level summaries to individual deal detail
Threshold-based alerts with configurable limits for each concentration category
Trend analysis shows how your book is shifting over time
Synply — Portfolio Analytics
$247M
Total Exposure
32
Active Credits
1
Limit Warnings
Concentration by Asset Class
Multifamily34% (limit: 35%)
Industrial22%
Office18%
Retail14%
Natural Language

Ask Allo About Your Portfolio

No SQL. No pivot tables. Just ask Allo a question in plain English and get a structured answer backed by your live portfolio data. Generate reports, flag outliers, or explore scenarios conversationally.

"What's our total exposure to multifamily in the Southeast?" — instant answer
"Which credits are maturing in the next 90 days?" — with amounts and counterparties
Export results to Excel or PDF for board reporting and regulatory submissions
Allo AI — Portfolio Query
Allo — Pricing Intelligence and Strategic Recommendations
Relationship Management
RMs & Business Development

Your borrowers expect you to know what's happening with their deals. Your syndications team expects you to bring them actionable leads. Synply bridges that gap with full visibility into deals and lender appetite — from your seat.

Deal Visibility

Client Deal Status at a Glance

Stop chasing updates across departments. Synply gives you a live view of every syndication tied to your borrower relationships — commitment progress, document status, and closing timelines.

Client-level dashboard shows all active and historical syndications per borrower
Get notified when deal milestones hit so you can proactively update your clients
Cross-sell opportunities surface when you see what other banks are participating in similar credits
Lender CRM

Institutional Knowledge That Doesn't Walk Out the Door

Every lender conversation, appetite update, and deal preference is captured in structured profiles. When you're sourcing participants for a new deal, the intelligence is already there.

Searchable lender profiles with asset class preferences, geographic focus, and pricing floors
Full contact and communication history — see who talked to whom and when
Relationship scoring helps you prioritize the banks most likely to participate
Synply — Client & Lender View
Allo — Summary of lender profiles from your notes
Credit
Credit Officers & Underwriters

You're asked to evaluate whether a deal's structure is competitive and the covenants are in line — but building comparable data from scratch takes days. Synply gives you instant market context so you can make faster, better-informed credit decisions.

Market Benchmarks

Proposed Terms vs. Market Norms

See exactly where a proposed structure falls relative to historical closed transactions — spread, fees, tenor, covenants, and amortization. No more assembling comps from scratch.

Deal Fit Score™ gives you an instant, weighted assessment of market alignment
Percentile rankings across each deal dimension identify where structure is an outlier
All benchmarks derived from fully anonymized, historical closed-transaction data
Synply — Deal Fit Score™
82/100
Strong Market Alignment
Spread91st pctl
Fees78th pctl
Tenor85th pctl
Covenants64th pctl
Comp Builder

Defensible Comparable Analyses

Build custom comp sets filtered by deal size, asset class, geography, and transaction date. Understand how spread, fees, and terms interact across similar deal profiles — all from anonymized market data.

Filter thousands of historical transactions to isolate the most relevant comparables
Statistical distributions show averages, ranges, and percentile rankings for every dimension
Export comp analysis to PDF for credit memos and committee presentations
Synply — Comp Builder
Allo — Defensible comparable analysis: Your Credit Policy vs. Lender Market Expectations
Audit & Compliance
Internal Audit & Risk

When examiners ask for deal documentation or approval history, you need answers — not a three-week scavenger hunt. Synply creates a complete, immutable audit trail from day one, so exam prep is a query, not a project.

Audit Trail

Complete Activity History

Every action on the platform is logged — who did what, when, and on which deal. Document access, commitment changes, approval workflows, and status updates all captured automatically.

Filterable audit log by user, deal, action type, and date range
Document lineage shows the full chain of custody for every file
Export audit reports for regulatory exams and internal review
Synply — Audit Log
Activity Log — Whispering Creek
User
Action
Time
J. Santos
Uploaded credit agreement v3
2h ago
M. Chen
Approved commitment — Atlantic Capital
4h ago
K. Rivera
Updated allocation — ServisFirst $2.5M
Yesterday
T. Williams
Sent invitation — Valley National
2d ago
J. Santos
Created deal record
1w ago
Access Controls

Granular Permissions & Segregation of Duties

Role-based access controls ensure the right people see the right data. Configurable permissions at the deal, function, and field level — with full visibility into who has access to what.

SOC 2 Type II certified with continuous compliance monitoring
Complete tenant isolation with encrypted storage at rest and in transit
Permission audit reports show exactly who has access to which deals and functions

Everything Else You Need

Built-in tools for every part of the syndication workflow.

Automated Workflows

Trigger actions based on deal stage changes, deadlines, and participant responses.

Advanced Reporting

Custom dashboards and KPI tracking with export to Excel, PDF, and presentation formats.

Role-Based Access

Granular permissions for lead arrangers, participants, and administrative users.

Smart Notifications

Real-time alerts for commitment changes, document updates, and approaching deadlines.

Document Management

Centralized storage with version control, e-signatures, and secure distribution.

Data Import

Seamless import from existing systems with AI-assisted data mapping and validation.

See it in action.

Schedule a 30-minute demo and see how Synply can transform your syndication workflow.

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