Your Guide Through Loan Market Complexity
Loan Navigator automatically captures, organizes and delivers loan documents from across your deal sites and market sources, helping your team spend less time managing information and more time making decisions. It combines automation with expert analysis from CreditSights' lawyers, analysts and reporters, giving you a clearer view of the credits you follow.
A simpler way to manage loan documents
Loan teams spend hours tracking documents across deal sites, email chains and internal folders. Keeping information organized, accessible and compliant often requires significant manual effort.
Loan Navigator automatically collects, organizes and monitors the documents your team relies on every day, creating a centralized view of your portfolio and eliminating time-consuming administrative work.
Key capabilities:
- Automatically capture new deal-site documents as they become available
- Organize content by issuer, deal and document type
- Search agreements, financials, earnings materials and transcripts in one place
- Map documents to the loans and CLO portfolios you follow
- Track new content, pending content and access requirements
From document collection to decision-ready intelligence
Collecting documents is only the first step. Understanding what they mean is where the real value lies. Automation solves the collection problem. CreditSights expertise solves the interpretation problem. Our lawyers, analysts and reporters review, analyze and contextualize information, helping your team assess opportunities, identify risks and make decisions with greater confidence.
Covenant Analysis
Experienced lawyers review agreements, amendments, waivers and term sheets, identifying key risks, protections and off-market terms.
Standardized Financials
Issuer financials are normalized into a consistent framework, making key metrics easier to compare across credits.
Market Context
Understand pricing, deal structures, investor sentiment, primary issuance and recent transactions through expert market intelligence.
Direct Access to Experts
Speak directly with the analysts, lawyers and reporters behind the research whenever additional context is needed.
Compliance built into the workflow
Managing public and private information shouldn’t require a separate process. Loan Navigator helps maintain appropriate controls while reducing the administrative burden of compliance workflows.
- Public and private information managed through separate workflows
- User permissions aligned with deal-site access
- Centralized declaration and approval processes
- Visibility into access and activity history
- Audit-ready records and reporting
Compliance becomes part of the workflow, not an additional task.
Regulatory reporting support for CLO managers
For CLO managers, Loan Navigator extends beyond document management and analysis into reporting workflows. Using the same underlying document and issuer-level data, teams can support key reporting requirements more efficiently.
- ESMA and FCA reporting support
- SFDR and PAI reporting support through Sustainable Fitch data
- Source-linked records for transparency and auditability
- Reduced operational effort across reporting processes
Tailored to Your Workflow
Our flexible API empowers you to customize and automate data delivery to fit your unique operational needs and strategic objectives. Whether you require real-time updates, on-demand data pulls, or seamless integration with your analytics platform, our solution adapts to your workflow.
Stop Searching. Start Analyzing.
See how Loan Navigator can organize your documents, simplify your compliance workflows and put expert-reviewed insight directly into the way your team works.
Once you complete the form, one of our specialists will be in touch to arrange an appropriate time to discuss.