Modernize
Loan Operations

A full suite of modern and flexible solutions designed to support, streamline and scale loan operations.

$ 1.5 T+

Loan AUA

3 M

Loan agent notices

12000

Loan facilities

Flexible Solutions Across the Loan Lifecycle

Whether you need loan data, software or fully outsourced operations that integrate with your infrastructure to support the full loan lifecycle, SS&C has the right solution.

Accounting and Reporting

Improve accuracy and timeliness of financial reporting with standardized data, streamlined reconciliation and support for loan level amortization, P&L, and realized and unrealized gain/loss calculations.

Asset Surveillance and Covenant Tracking

Consolidate the property-level tax and insurance, rent and lease rolls, operating statements, appraisals and inspections. Key covenants like DSCRs and LTVs are fully automated.

Credit Risk Modeling and CECL Compliance

Shift from retrospective reporting to predictive foresight by leveraging PD, LGD, and EAD modeling to quantify portfolio risk and accurately forecast credit losses across the remaining life of the loan.

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Loan Reference Data

Powerful data layer that standardizes, validates, and reconciles loan activity data before it reaches your accounting system, ensuring a high-quality, single source of truth for all loan positions.

Origination and Agency

Streamline due diligence, documentation and deal workflows with centralized loan data and digital processes that improve speed, accuracy and control from underwriting to payoff.

Outsourced Operations

Extend your team with scalable middle- and back-office support powered by SS&C technology and expertise, helping you manage growth without increasing internal overhead.

Servicing and Administration

Reduce manual effort and operational risk with automated workflows, cash and position reconciliation, and support for complex loan structures across servicing and lifecycle events.

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Settlement and Closing

Optimize loan settlement and closing through the validation of trade confirmations, assignment & assumption agreements, purchase & sale agreements, pricing letters, and trade status reporting.

Straight-through Processing

Automate data flows into downstream systems to reduce breaks, eliminate rework, improve operational efficiency with access to validated pre-reconciled loan data.

Featured Resources

Learn more about how SS&C can help you stay ahead of the competition.

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Fact Sheet
Modernize Loan Operations
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Blog
Bridging the Operational Divide: When Asset Managers Become Loan Agents
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Report
Navigating Private Credit in 2026: Strategic Priorities for GPs in the US and Europe
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