Features

A Complete Platform for Covenant Monitoring & Compliance

A single platform built for the post-sanction lifecycle from automated tracking to secure, auditable workflows.

Real-Time Monitoring & Alerts

Actively tracks financial as well as other covenants and triggers alerts for upcoming deadlines and potential breaches.

Principal + Interest Calculation

Automatically computes and tracks principal and interest obligations for each facility, ensuring accurate and timely compliance.

Secure, Compliant, Auditable

With role-based access, approval workflows, and email audit logs, your data stays confidential, protected and regulator-ready.

White-Label Ready

Set your own workflows, approval layers, and reporting formats to match your compliance structure.

Never Miss a Deadline

Stay ahead with real-time alerts and visual analytics on covenant status, delays, and trends — all on your dashboard.

Two Factor Authentication (2FA)

Strengthened user security with OTP based login for both lender and borrower side users, ensuring only verified access.

Dual Access Model

SimplyComply can be deployed for lenders, borrowers, or both based on the scope defined by the client.

Smart Dashboards

Personalised dashboards highlight pending action items, provide quick-action shortcuts & show compliance status via real-time analytics.

Multi-Entity Support

Monitor multiple SPVs, entities or borrowers under one unified platform, each with its own documents & covenant timelines.

Salient Features

Why teams choose SimplyComply

Purpose-built capabilities that bring structure, governance and visibility to covenant compliance.

Integrated Lending Platform

One shared workspace that connects both sides of every facility for seamless collaboration.

Automated Covenant Alerts

Proactive reminders so testing dates and obligations are never missed.

Simplified Covenant Onboarding

Capture covenants quickly and accurately from sanction terms and agreements.

Monitoring Dashboards

A complete management view of compliance status across entities and facilities.

Dual Approval Workflow

Built-in governance ensures every submission is reviewed, verified and approved.

Automated Breach Detection

Define thresholds and surface potential breaches before they become defaults.

Document Management System

Smarter Compliance Document Management

Convert offline records into secure, searchable digital files — all in one centralized DMS.

01

AI-Enhanced Central Platform

A centralized digital platform, enhanced with AI-driven features to capture, store, manage, and track electronic documents & images of physical records.

02

Protected & Secure Hosting

Data is managed in a protected environment to prevent unauthorized access. Hosted on secure servers to safeguard legal information.

03

Role-Based Access Management

Role-based access management ensuring only authorized users retrieve or upload documents.

Why It Matters

Challenges driving the need for document storage

Digital Documents

Businesses face challenges in managing & storing large amounts of information efficiently.

Data Loss Risks

High risk of data loss, misplacement, and disorganization without proper storage.

Security & Access

Critical need for security, easy accessibility, and regulatory compliance.

Efficiency & Compliance

Enables streamlined workflows and better decision-making with reliable document access.

Ready to simplify your compliance journey?

Book a demo and see how SimplyComply automates covenant monitoring, document management, and reporting — end to end.

Book a Demo