Banyan for counterparties

A secure place to receive information requests, submit reports, and access data rooms, so you never have to dig through your inbox for an email or 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
• Reminders for every deadline
  • Set alerts for your scheduled covenant and obligation reports
• Proof of every submission
  • Submit reports for review and get an auditable record of what you sent and when it was approved

Portal capabilities

• 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

Access management

How it works

1. An organization invites you, either by assigning a task or sharing files from a Data Room
2. You receive an email inviting you to join Banyan, which will expire in 48 hours
3. 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

• Is our data secure?
• Is there a charge to use the counterparty portal?
• What types of requests will I receive?
• I work with multiple partners on Banyan. Do I need a separate login for each?