Loan Ecosystem Online Enhances Loan Agency Operations with Integrated Tickler System

Loan Ecosystem Online (LEO), a financial technology platform that streamlines the syndicated loan process, has integrated a tickler system, allowing an agent to track time-sensitive tasks under a credit agreement for the borrower, loan operations, and the agent.

Developed by Loan Ecosystem LLC, the secure, end-to-end platform transforms the traditionally cumbersome deal discovery process by facilitating participation between lenders and originators, creating efficiency through automation and broadening access to create a more transparent, liquid market for middle market and broadly syndicated loans.

The new tickler system can be used to set up a task as a one-time event or follow specified recurrence rules. Once a tickler is created, automatic reminder notices are generated and sent before and after the task is due, eliminating the need for manual tracking and reminders.

An industry first, the ticklers are deeply integrated with the LEO data room, allowing documents attached to the tickler to be directly posted and messaged to lenders.

Customizable status reports of all one-time and recurring ticklers pertaining to one or many deals can be generated and delivered automatically to specified parties.

LEO, an independent company, has leveraged industry experts in building the platform to meet all security, back office and regulatory requirements. After conducting a number of surveys with syndication professionals, LEOs User Experience team designed an interface and the workflows to address the key areas of friction in the deal process including the disparate processes between parties and the inefficiencies of dealing with separate CRMs, data rooms and lending platforms. Whether originating club or broadly syndicated loan deals, LEO captures all data touch points, in real time, for each originator.

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Currently, the LEO platform supports 166 deals, at $20.84 billion notional, 375 lenders and over 1,500 users.

About LEO

LEO is a new fintech platform that streamlines the syndicated loan process, eliminating the current guesswork and manual process utilizing Excel spreadsheets and gives all parties complete transparency into the loan syndication process. The platform conforms to the highest standards of communication and data security.

What the LEO platform can mean to you:

For Originators and Syndicators, LEO delivers a unique process for selling loans. Not only are you able to sell loans to a targeted lender group (private) or make the loan available to the broader, pre-approved LEO lender base (public), youre able to monitor lender activity in real-time (page views, document views, downloads) and gage their interest.

For Agents, LEOs state of the art data room is designed specifically for the syndicated loan market, providing users with an intuitive interface and workflow, enhanced functionalities and increased efficiencies. LEO has an extensive API that may be used to automatically synchronize LEO with your platform.

For Institutional Lenders, LEO represents an online space to apply to originators and syndicators, find a loan, request access, commit to purchase and monitor all on the platform.

For Sponsors and Borrowers, LEO provides a system to manage access to portfolio company information, monitor lender activity and distribute documents to lenders securely.

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Learn more about LEO at

Media Contact:
Patrick Livney, CEO
205 N. Michigan Avenue,
Chicago, IL 60601
Office: 312-481-6021
Mobile: 847-609-8525
[email protected]