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Agility Direct
The core operational layer of Forta Agility™, replacing manual workarounds with customized portals, configurable rules, and codeless setup.
Overview
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.
How it works
- 1
Configure your facility
Set up tenants, originators, investors, and templates through codeless administration so the platform matches how your facilities already operate.
- 2
Move requests through the pipeline
Funding requests advance through configurable business rules and portal workflows, with status visible to your team at every stage.
- 3
Track collateral and settle
Collateral status, settlements, and curtailments are managed in the same environment, keeping documentation and cash movement aligned.
- 4
Monitor the portfolio
Portfolio views and bank balance management give operations and treasury teams a current picture of every warehouse facility.
Capabilities
What Agility Direct delivers.
Funding workflow & pipeline management
Funding requests move through configurable workflow stages so operations teams can see where every request stands and what it needs next.
Collateral management & status tracking
Collateral is tracked alongside its loan record, with status updates that keep documentation and funding activity aligned.
Settlement & curtailment management
Settlements and curtailments are handled inside the same platform as funding, so balances stay consistent across the lifecycle.
Portfolio views & bank balance management
Portfolio views bring facility-level activity together, and bank balance management keeps cash positions visible to the teams that need them.
Tenant, originator, investor & template administration
Administer tenants, originators, investors, and document templates centrally, without engineering involvement for routine changes.
Bulk imports for high-volume funding and settlement wires
Import funding and settlement wire activity in bulk so that high-volume days are processed without repeating manual entry.
Best for
Lenders seeking a complete, loan-centric solution for traditional warehouse lending operations.
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