How It Works

Everything you need to monitor covenants with confidence

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

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

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

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

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

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

Action Plan

From configuration to live monitoring, a clear path that brings governance to every covenant.

Masters are configured including users, roles, lender, borrower & types of covenant — forming the foundation for a streamlined workflow.

Maker inputs transaction details, parties, security, and uploads relevant documents.

Maker defines what needs to be tracked — mainly frequency, timeline, and type.

Defines how submissions flow through roles — from Maker to Checker to escalation — ensuring governance and timeliness.

Maker submits compliance proofs; Checker verifies, approves, or returns with remarks.

Real-time dashboards display covenant status, breaches, and approvals — tailored to each user’s role and access rights.

* Maker and Checker roles can be assigned to the same user or separate users, depending on your team structure & internal policy.

Here's How We Add Value

SimplyComply turns scattered, manual compliance work into a structured, automated, and auditable process.

Configure digital compliance trackers for each borrower based on their specific sanction terms & facility structures.

Set up automated schedules for interest payments, documentation, certification checks & insurance proofs.

Set up escalation workflows for overdue actions to avoid last-minute follow-ups & compliance slippage.

Centralize all borrower-related documentation through our DMS — converting offline records into secure, searchable digital files.

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