Three powerful modules.
One connected platform.
Agility Direct, Agility Connect, and Agility Intelligence work together as a single, unified platform, ensuring operations, integrations, and business insights are always synchronized. Organizations can adopt the platform one module at a time or implement the full suite, with the flexibility to match their operational needs while maintaining a single source of truth. Every module shares the same real-time data, centralized audit trail, and connected workflow, giving warehouse lenders complete visibility, greater efficiency, and confidence across every stage of the lending lifecycle.
OPERATE WITH CONFIDENCE
AGILITY
Direct
Agility Direct is the core operational engine of the Forta Agility platform, enabling warehouse lenders to manage the complete lending lifecycle through a single, connected solution. Purpose-built to replace manual processes and fragmented systems, Agility Direct combines configurable business rules, customizable portals, and codeless administration to streamline funding, collateral management, settlements, curtailments, and portfolio operations.
With real-time portfolio visibility, bank balance management, and centralized administration of tenants, originators, investors, and templates, lenders gain greater control over every warehouse facility. High-volume funding and settlement activities are efficiently managed through bulk import capabilities, allowing operations teams to scale without increasing manual effort.
Features
- Funding workflow & pipeline management
- Collateral management & status tracking
- Settlement & curtailment management
- Portfolio views & bank balance management
- Tenant, originator, investor & template administration
- Bulk imports for high-volume funding and settlement wires
BEST FOR
Lenders seeking a complete, loan-centric solution for traditional warehouse lending operations.
CONNECT WITHOUT LIMITS
AGILITY
Connect
Agility Connect is the secure integration layer of the Forta Agility platform, enabling seamless data exchange between warehouse lenders, core banking systems, vendors, and third-party service providers. By eliminating manual data transfers, Connect ensures that critical systems remain synchronized in real time through APIs, machine-to-machine communication, and secure SFTP connectivity.
Designed to automate every external touchpoint, Agility Connect supports integrations for wire fraud verification, closing agent compliance, FEMA, NY Fed SOFR rates, and a growing ecosystem of industry partners. With enterprise-grade security, automated data validation, and reliable connectivity, Agility Connect not only streamlines information exchange—it helps protect every transaction while reducing operational risk and improving efficiency.
Features
- Shipping integrations (EasyPost — labels, tracking, updates)
- Wire integration & transmission configuration
- Machine-to-machine & API connectivity
- SFTP-based file delivery & secure transfers
- Public service integrations (FEMA, NY Fed SOFR)
- Vendor & bank platform integrations, Fraud Guard, DDA, and more
BEST FOR
Partners providing data services, verifications, shipping, payments, registries, APIs and downstream processing.
TURN DATA INTO DECISIONS
AGILITY
Intelligence
Agility Intelligence transforms warehouse lending data into actionable insights with real-time database management, historical data migration, and powerful business intelligence capabilities. By combining live portfolio information with historical reporting, lenders gain a complete view of operational performance without relying on disconnected spreadsheets or manual reconciliation.
Built on Microsoft Power BI, Agility Intelligence delivers interactive dashboards, configurable reports, trend analysis, and executive-level visualizations that update in real time as your portfolio changes. The result is faster decision-making, greater operational transparency, and the ability to turn data into strategic advantage.
Features
- Client ODS — database management in MS SQL format
- Power BI design & visualization for interactive reporting
- Legacy data import & historical reconciliation
- Up-to-date reporting with real-time data stream updates
- Detailed reports, report building, trend analysis & visualizations
BEST FOR
Partners whose value depends on data visibility, analytics, operational reporting, and embedded BI.