Implemented Features
Credit Facility Module
Automatic Master Commitment Creation:
• When term sheets are approved, master commitments are automatically created
• Master commitment created with Draft status
• Pre-populated with term sheet data
• Facility agent configures facility structure and submits for lender approval
Per-Lender E-Signature Tracking:
• Facility agents sign funding notices for each lender individually
• E-sign progress shows as (0/n) → (n/n)
• Each lender's signature status tracked separately
• Each lender can see funding notices once their e-sign is complete
Individual Lender Approval Tracking:
• Each lender's approval status tracked separately
• Facility becomes ACTIVE when at least one lender approves
• Each lender's approval tracked with timestamps
Token Generation:
• Tokens automatically created for funding notices
• Unique blockchain contract address stored
• Token distribution calculated from lender participation percentages
• Tokens created on Avalanche C-Chain
E-Signature Integration
Adobe Sign Integration:
• Term sheets signed via Adobe Sign before submission
• Master commitments signed via Adobe Sign for lender approval
• Funding notices signed via Adobe Sign per lender
• Signed documents stored securely
Signature Tracking:
• Term sheet status changes to BorrowerSigned after signing
• Master commitment lender signatures tracked individually
• Funding notice signatures tracked per lender (E-sign 0/n → n/n)
Status Tracking
Comprehensive Status History:
• All status changes tracked with who, when, and reason
• Action history shows all actions taken
• Complete audit trails maintained
Status Workflows:
• Term Sheets: Draft → BorrowerSigned → FAReview → Accepted
• Master Commitments: Draft → PendingLenderApproval → ACTIVE
• Funding Requests: DRAFT → FAReview → APPROVED
• Funding Notices: Pending Token Generated → FA Approved → E-signed for lenders
Pool Module
Loan Mapping from Loan Registry:
• Select loans and click Map to Pool
• Loans can only be mapped to one pool at a time
NFT Minting:
• Batch verification required before minting
• Certificates section for minting and viewing NFTs
Pool Sharing:
• Share with market makers, investors, rating agencies
• Control feedback and download permissions per share
Loans Module
Loan Tape Standardization (LTS):
• Upload loan files via Imports section
• Basic and Intelligent AI mapping options
• Save mappings for future use
Batch Verification:
• Self Certify option for issuers
• Submit to verification agent option
• Status: Pending → Reviewed → Certified
Current Development
Payment Integration:
• Kinexys integration for fund transfers
• Circle integration for fund transfers
• Payment methods selectable during Confirm and Settle
Multi-Blockchain Support:
• Solana integration for token transfers
• Users can choose Avalanche or Solana
How to Stay Informed
Check release notes, documentation updates, and platform notifications for new features and enhancements.