Patent ID: 8639614

Claim:
An automated system for managing syndicated loans, comprising: a Contact Management and Transaction Surveillance portion accessible to an administrator through a website portal for managing lenders of a syndicated loan and for trading portions of said syndicated loan; and a Transaction Management portion accessible to the administrator through a website portal for creating and editing transaction information and providing a transaction view for the syndicated loan that includes: offering details for the syndicated loan including due diligence information associated with the syndicated loan, transaction metrics including a number of the lenders who have viewed the offering details for the syndicated loan, a reserve price for the syndicated loan, an asking price for the syndicated loan, and a price talk range based on inputs received from the lenders, and a list of buyers for the syndicated loan including an identity for each lender that is invited to join in the syndicated loan and a trade status for each lender that is based on whether the lender has viewed the due diligence information.