Custom Loan Management for Modern Fund Structures

From internal lending to third-party arrangements, WinOps offers a streamlined system for tracking, servicing, and reporting on fund-related loans.

Whether you’re managing leverage, capital calls, or inter-entity loans, WinOps keeps the process organized, transparent, and compliant.

Services Include:

Loan setup, documentation, tracking and compliance
Amortization schedules and payment reminders
Monitor property financial performance, analyzing financial statements and track property inspections
Surveillance of the assets, including watchlist management for increased credit risk
Loan covenant compliance and address potential issues
Work with borrowers on loan restructuring
Preparation of cash flow models for forecasting and investment performance
Manage performance and value of the underlying assets securing loans
Review construction loan draws and project progress against milestones
Monthly and quarterly surveillance summaries and reporting for review
Create new reporting as necessary to monitor evolving risks
Document vault and agreement access

Let’s have a conversation. Discretion and clarity, always.