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 both at 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
Document Tracking
Ad Hoc Queries

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.