Built for lenders.
Designed for compliance.
Stop manually tracking covenants in spreadsheets. Termly automates financial extraction, monitors compliance in real-time, and alerts you before breaches happen.
Built for loan professionals
Whether you analyze individual loans or manage entire portfolios, Termly saves you hours every week.
For Credit Analysts
Stop copying numbers from PDFs into Excel
For Portfolio Managers
See your entire portfolio at a glance
Everything you need
From reading documents to generating reports, all in one place.
AI Document Reading
Upload a PDF. AI reads it in 60 seconds and pulls out the numbers you need. No more copying from documents to spreadsheets.
Portfolio Dashboard
See all your loans in one place. Green means good, red means attention needed. Know your portfolio status at a glance.
Early Warnings
Get notified before a covenant breaches, not after. Set your own thresholds and never be caught off guard.
Auto Memos
Generate compliance memos with one click. Ready for review and sign-off. Save hours on documentation.
Tableau Dashboard
Interactive charts and visualizations. Drill down into any loan or metric. Export reports for stakeholders.
Full Audit Trail
Every calculation logged. Every change tracked. Ready for any audit or regulatory review.
How it works
Three steps. That's it.
Simple, transparent pricing
Start free. Scale as your portfolio grows.
Pro
For most teams
- Up to 100 loans
- Unlimited uploads
- Tableau dashboard
- Auto memo generation
- Priority support
Enterprise
For large teams
- Unlimited loans
- Custom integrations
- SSO login
- Dedicated support
- On-premise option