Covenant monitoring
in minutes, not hours.
Termly extracts covenants from loan documents using AI and monitors compliance in real-time. Cut monitoring time from 8 hours to 5 minutes per loan. Catch breaches before they become defaults.
Built for loan professionals
Whether you analyze individual loans or manage entire portfolios, Termly saves you hours every week.
For Credit Analysts
Stop copying numbers from PDFs into Excel
For Portfolio Managers
See your entire portfolio at a glance
Everything you need
From reading documents to generating reports, all in one place.
AI Document Reading
Upload a PDF. AI reads it in 60 seconds and pulls out the numbers you need. No more copying from documents to spreadsheets.
Meet Monty
Your AI assistant cat who knows your portfolio inside out. Ask questions in plain English and get instant answers about loans, covenants, and alerts.
Portfolio Dashboard
See all your loans in one place. Green means good, red means attention needed. Know your portfolio status at a glance.
Early Warnings
Get notified before a covenant breaches, not after. Set your own thresholds and never be caught off guard.
Auto Memos
Generate compliance memos with one click. Ready for review and sign-off. Save hours on documentation.
AI Analytics
Get AI-powered insights about your portfolio. Trend analysis, risk scoring, and intelligent recommendations all generated automatically.
Full Audit Trail
Every calculation logged. Every change tracked. Ready for any audit or regulatory review.
How it works
Three steps. That's it.
Simple, transparent pricing
Start free. Scale as your portfolio grows.
Pro
For most teams
- Up to 100 loans
- Unlimited uploads
- Tableau dashboard
- Auto memo generation
- Priority support
Enterprise
For large teams
- Unlimited loans
- Custom integrations
- SSO login
- Dedicated support
- On-premise option