Banyan for counterparties
A secure place to receive information requests, submit covenant reports, and access deal files, so you never have to dig through your inbox for an approval record again
Why counterparties love Banyan
What borrowers, developers, and asset managers leave behind when their counterparty experience is managed on Banyan
One place for every request
Receive and submit information inside your own secure portal
Before Banyan
Requests are spread across email threads, text messages, and stakeholders
Deadline reminders
Set alerts for your scheduled covenant and obligation reports
Before Banyan
Missing an important deadline creating friction in your high-value relationships
Proof of every submission
Submit covenants for review and get an auditable record of what you sent and when it was approved
Before Banyan
Report approvals are buried in your inbox, creating liabilites when later
One place for every request
Manage everything your organization has shared with you from your counterparty portal
See deadlines, requirements, and status for the items assigned to you
Upload required reports directly in the portal where they will be reviewed and approved by the requester
Manage email notifications and set your own reminder preferences
How it works
How to get access and onboarded to your new counterparty portal
An organization invites you, either by assigning a task or sharing files from a Data Room
You receive an email inviting you to join Banyan, which will expire in 48 hours
Click the sign-up link in the email, set a password, and see what has been shared with you
Common questions from our counterparty users
If we haven't answered something here, our team is one demo away