Trade Finance

Trade Finance Lifecycle From KYC to Settlement

Commodity trade finance is still drowning in manual processes — KYC checks take weeks, facility creation takes days, and collateral monitoring lives in spreadsheets. finPhlo digitises the entire lifecycle from borrower onboarding to loan settlement, cutting facility creation from a week to four hours.

$400M
Assets under management
4 hrs
Facility creation (was 1 week)
15%
Revenue increase for clients
160+
Bank relationships managed

How Phlo Systems solves this

KYC & Borrower Onboarding

Structured KYC workflows with document collection, sanctions screening, and risk scoring. Onboard new borrowers in hours, not weeks.

Facility Creation & Structuring

Configure revolving credit, pre-export finance, and receivables facilities with multi-tranche structures, covenants, and drawdown schedules.

Loan Lifecycle Management

Drawdown requests, interest accrual, repayment scheduling, and rollover management. Full audit trail from origination to final settlement.

Collateral & Inventory Monitoring

Real-time collateral valuation against warehouse receipts, bills of lading, and receivables. Automated margin calls when coverage ratios breach thresholds.

Multi-Bank Syndication

Manage participations across 160+ banking relationships. Automated allocation, settlement, and reporting for syndicated facilities.

Regulatory & Portfolio Reporting

Basel III/IV-aligned exposure reporting, concentration analysis, and portfolio risk dashboards. Export-ready for internal audit and regulatory submissions.

Powered by finPhlo

A digital trade finance platform that manages the full lifecycle — from KYC and facility structuring to collateral monitoring and loan settlement.

Explore finPhlo
finPhlo took our facility creation process from a week of back-and-forth to under four hours. The collateral monitoring alone has paid for the platform many times over.
Patrick Funaro, Euro Asia Transshipments (EAT)

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