These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Trade Finance Platform
- Who it's for
- Specialist trade lenders
Specialist trade lenders
Specialist lenders and funds provide pre-shipment and import finance to small and mid-sized traders. Loans are short, schedules change when shipments slip, and repayments arrive through payment providers. The team needs clean disbursements, a clear allocation rule and approved changes.
How Trade Finance Platform is set up for you
Loans from approved terms
Principal, rate and term on the loan account match the approval.
One disbursement per loan
A provider timeout never leads to a second payment.
Allocation in a fixed order
Principal, then interest, then fees, within the amount received.
Reschedules with history
Approved changes create a new schedule version and keep the old one.
Specialist lenders and funds provide pre-shipment and import finance to small and mid-sized traders. Loans are short, schedules change when shipments slip, and repayments arrive through payment providers. The team needs clean disbursements, a clear allocation rule and approved changes.
Start with new loans for one product. Load borrowers and open loans with their current schedules, disburse new loans through the provider and allocate a month of repayments. Reconcile principal outstanding with your ledger before adding letters of credit.
[Plan the rollout](/trade-finance-platform/implementation), [review the modules](/trade-finance-platform#modules), and [compare the source data](/trade-finance-platform/data-model).
Features to start with
Letters of Credit
Approve the credit instrument, record the letter of credit from the bank's receipt and settle documentary drawings.
Loan Accounts and Disbursement
Open funded trade loans from approved terms, record verified disbursements and generate the repayment schedule.
Financing Applications
Record each borrower's financing request with terms and evidence, ready for independent underwriting.
Roles on the team
- Credit Officer
- Records financing applications and evidence, submits credit instruments and opens loan accounts with their disbursement and schedule.
- Credit Approver
- Independently approves, declines or returns applications, credit instruments and servicing changes.
- Loan Servicing Officer
- Imports verified repayments, allocates them to installments and prepares servicing changes for approval.
Set up Trade Finance Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.