Loan IQ Core Business



The purpose of this course is to provide LOAN IQ users with a strong core foundation of knowledge in the product capabilities, and with an understanding of how the functionality is applied to the real-world loan business.

Upon successful completion of this course, the participants will be able to:

  • Create a customer
  • Create Bilateral and Syndicated Deals
  • Service Deals
  • Create Secondary Trades
  • Understand Portfolio Management
  • Use Collateral
  • Use Document Tracking

This course can be delivered both remotely or in classroom at a Finastra site. However, from the learning effectiveness scale it is recommended to have a classroom session if the participants are new to Loan IQ and have no prior working knowledge on the product.


The participants attending this course should have fundamental knowledge on Commercial Lending.

Course Agenda

This course will cover the following topics:

  • Overview of Loan IQ
  • Setting up a Customer
  • Setting up a Simple Sole Lender Deal and Facility
  • Servicing Loans SBLCs
  • Setting up a Host Bank Agented Syndicated Deal
  • Servicing a Syndicated Deals
  • Secondary Sales
  • Amendments
  • Document Tracking
  • Collateral
  • Ad Hoc Queries
  • Ticklers

What's Included

Course includes all training presentation materials, trainee workbooks and hands-on exercises. The exercises will be on live systems, through Academy Labs.