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OPERATE WITH CONFIDENCE
AGILTY
Direct
The core operational layer for day-to-day warehouse lending activity and reporting.
- 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
AGILTY
Connect
The integration layer that securely exchanges data with banks, vendors, and external service providers.
- 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 & more
BEST FOR
Partners providing data services, verifications, shipping, payments, registries, APIs and downstream processing.
TURN DATA INTO DECISIONS
AGILTY
Intelligence
The analytics and reporting layer that delivers deeper insight across your entire portfolio.
- Client ODS — operational data store 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.