Questions?
We got answers.
Explore our most frequently asked questions about the platform, its features, and our approach to syndicated lending.
Your marketing team, from the ground up
Your marketing team, from the ground up
Your marketing team, from the ground up
Your marketing team, from the ground up
What is Synply, and who is it for?
Synply is an AI native loan syndication and portfolio management platform built for banks, credit unions, and other lenders involved in syndicated lending. It streamlines deal management, collaboration, and reporting so you can spend less time on manual work and more time closing deals.
How does Synply help with loan syndication management?
Synply centralizes your sales pipeline, portfolio data, and deal documentation into one secure platform. Our automation tools and AI reduce repetitive data entry, keep all stakeholders in sync, and give you instant visibility into the status of deals.
AI features & automation
How does Synply’s AI extract and process deal documents?
Our AI uses advanced natural language processing to read and interpret deal documents, automatically extracting key terms, financial details, and covenants. The data is mapped into the right fields in your Synply account, reducing manual entry and errors.
Is the AI Trained on my institution’s data?
Yes. Synply’s AI learns from your institution’s deal history and document formats to improve accuracy over time.
Data security & compliance
How is my data secured?
We follow industry-leading security practices, including encryption in transit and at rest, SOC2 Type II compliance, role-based access controls, and regular penetration testing.
Is Synply compliant with banking regulations?
Yes. Synply meets strict banking and data protection requirements, including SOC2, and is designed to support compliance with relevant federal and state lending regulations.
Where is my data stored?
Your data is stored in secure, US based data centers that meet strungent compliance standards.
Product features
Does Synply support portfolio management as well as new deal syndication?
Yes. Synply covers the full lifecycle of syndicated lending, from originating new deals to managing ongoing portfolio relationships, monitoring covenants, and generating reports.
Can multiple team members work on the same deal in real time?
Absolutely. Synply enables real-time collaboration so all team members can view and update the same deal simultaneously, with changes tracked and synced instantly.
Onboarding & support
How long does it take to get started with Synply?
Most institutions can be up and running within a few weeks, depending on the complexity of your data migration.
Do you offer training for my team?
Yes. We provide hands-on training sessions, onboarding documentation, and ongoing support resources to ensure your team can use Synply effectively.
Is customer support available during off-hours?
Yes, extended support hours are offered through our Synply customer portal.
Pricing & access
How is Synply priced?
****Need clarity
Do you offer a free trial or demo?
Yes. You can request a guided demo or limited trial environment to see how Synply works for your team.
Are there limits on the number of deals or documents I can manage?
No. Synply allows for unlimited deals and documents.