Deal Creation

Product Features

Simplify deal creation and credit fulfilment with the Trade Ledger Platform

Accelerate credit approvals with automated deal structuring and documentation. Trade Ledger streamlines every step—from pricing and collateral to booking and facility letters—ensuring compliant, auditable workflows that scale effortlessly.

Automate loan structuring from approval to booking
Trade Ledger connects credit teams and operations in one workspace to eliminate hand-offs and errors. Once origination is complete, facilities are structured, priced, and approved through configurable rules and automated documentation. Built-in collaboration, version control, and audit functions guarantee transparency and regulatory compliance across the entire process.

Streamlined documentation

Generate lending documents in seconds. Generate consistent facility letters and legal templates in seconds, reducing admin work across products.

Accurate pricing & backing

Boost profitability and risk control with intelligent pricing. Trade Ledger uses real-time data to calculate precise, competitive loan terms for every facility.

Single source of truth

Align every stakeholder on one secure platform. Centralise data, approvals, and documents to eliminate duplication and version errors.

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Our Awards

Industry awards recognise United Fintech’s focus on innovation, collaboration, and technology for the financial industry.

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Use Case

Result:

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TESTIMONIAL
enD-to-end

Credit Management Platform

1Onboarding & Origination

Onboarding & Registration

Onboarding & Registration

Risk Assessment

Risk Assessment

Loan & facility Application

Loan & facility Application

2Deal Creation

Loan & Facility Structuring

Loan & Facility Structuring

Fulfilment & Document Management

Fulfilment & Document Management

Booking

Booking

3Portfolio & Risk Management

Customer & Relationship Management

Customer & Relationship Management

Facility Management

Facility Management

Collateral & Security Management

Collateral & Security Management

Risk Management

Risk Management

Loan Closure/Renewal

Loan Closure/Renewal

Portfolio management
Pre/post trade
compliance
Order & execution management
Detailed risk & performance
Full life-cycle management
Client 
reporting
Open
architecture
Fund & investor accounting

Digital lending built for the modern economy

Each module in this stage of the lending journey works together to automate facility creation, approval, and booking, reducing operational risk while improving accuracy and speed.

Loan & Facility Structuring

Design and approve loans digitally with configurable templates.

Fulfilment & Document Management

Digitise lending documentation for speed and security.

Booking

Automate loan booking across connected systems.

Key Capabilities

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Built on standards. Backed by proof.

.Our certifications confirm independently assessed controls and alignment with recognised industry frameworks.

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Data-driven excellence

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We turn bold ideas into measurable results. By combining insight, execution, and technology, we deliver solutions that make transformation not just achievable, but repeatable.