Outsourcing Solutions

Virtus from FIS offers loan agency outsourcing solutions to financial institutions arranging broadly syndicated, leveraged, middle-market and club transactions.

Outsourcing directly translates to cost and resource efficiencies, with the economies of scale passed through to our clients. Our solution includes, but is not limited to performing KYC for primary/secondary lenders, facilitating draws/repayments, managing register, amendments, handling lender inquiries, audit confirms and 1099/1042s tax reporting.

Scale and Growth

Compared to other bank agents, Virtus from FIS' loan agency is a higher touch service. Leverage our flexible hands-on staff of agency veterans committed to utilizing the industryʼs best-in-class technology to serve clients.

As your book grows, requiring business to be scaled in a way that allows you to not only compete but succeed in an increasingly crowded market. Having a single, end-to-end, turnkey solution is a game-changer. Thatʼs where we come in.

Introducing Loan Agency

Virtus from FIS is the loan agency powerhouse for sell-side arrangers, banks, leading hedge funds, asset managers and originators. Virtus has a complete end-to-end solution that is customizable to be as hands-on or low-touch as required by the individual client.

Whether we act as a named agent, white-label sub-agent, or successor agent, Virtus from FIS offers advanced technology and deep domain expertise; allowing you to focus more time on deal making.

Accelerated On-boarding:

Fast-track KYC & tax form

processes absent big bank queues

Easy to use:Advanced technology for easy integrations

and an intuitive User Interface (UI)

Greater efficiency through expertise: Primary/secondary

settlement, bank loan admin, accounting and

loan agency

ACCELERATE YOUR PERFORMANCEwith Virtus from FIS

Expanded Loan Agency

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Core loan agent administrationMaintain registers, process principal and interest payments, rate sets and fees, monitoring borrowing base and collateral, and act as liaison between the borrower, syndicate and sponsors.

Cash managementManage cash movements on all borrowings, principal, interest and fee payments with tax withholding, as required.

Covenant trackingMonitor and distribute required covenant information, including periodic financial statements, compliance certificates and audit reports.

Special eventsAssist creditors, borrowers, steering committees and counsel with events of default, distressed workouts and restructures.

Comprehensive loan structure coverageAccess full coverage of loan types including term loans, revolvers, PIK, DIP, workout, mezzanine, uni-tranche, multi-currency, broadly syndicated, bi-lateral, middle market.

True administrationConfirm trade documentation, lender eligibility including AML/KYC, borrower consent and all settlement documentation. You can settle private deals via integration with Virtus Trade Settlement to create an electronic record and facilitate subsequent trades.

Event managementCoordinate and distribute of amendments, consents, waivers and related communications between interested parties.

Tax documentationSubmit appropriate tax reporting as required by government authorities in supported jurisdictions.

Fully integrated for maximum efficiencyAchieve new levels of efficiency, speed and transparency.

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To learn more about how Virtus from FIS can accelerate the performance of your loan agency business, please contact or visit: