Basis provides a fully managed control service for lenders and credit funds. We work from your existing borrower files, facility letters, repayment schedules, covenant trackers, credit papers, arrears reports, management accounts, borrower submissions, and portfolio packs.
Our process turns scattered credit information into a controlled review layer. The full book is screened for verifiable signs of deterioration, missing information, covenant pressure, repayment risk, facility exceptions, overdue actions, and emerging impairment concerns.
Your credit team receives a clearer view of what changed, what is missing, what needs review, and which borrowers should be escalated.
For the borrowers that need attention, we prepare analyst-reviewed evidence packs, watchlist notes, intervention trackers, and credit-ready summaries. This gives your team better visibility without asking them to manually rework the whole book.
Your team gets an operating rhythm with earlier warning, cleaner evidence, clearer escalation, and stronger follow-through.
Welp the credit teams see deterioration earlier and support turnaround.
A clear view of borrower status, repayment behaviour, covenant position, documents, and open issues.
A managed view of borrowers that need closer review, with reasons, movement, actions, and owners.
A cleaner register for breaches, waivers, missing evidence, review dates, and follow-up items.
A record of actions taken, open items, owners, deadlines, and next steps.
Packs for credit committees, portfolio reviews, investor reporting, and impairment discussions.
Your team stays in control. We manage the process and prepare the outputs.
If useful, we continue as a managed monthly or quarterly oversight rhythm.