Keeping Your Deal Pipeline and Indicative Pricing Up To Date

Key Takeaways:

  • Quickly search for active deals by relationship manager
  • Easily identify deals that may warrant refreshed pricing
  • Quickly view a deal’s indicative level, last revalue date and refresh pricing on the fly
  • Quickly send updated indicative pricing to your lenders for one, or many deals
  • Capture why a deal is not moving forward and store that information for pipeline reporting

 

 


Disclosures

Chatham Hedging Advisors, LLC (CHA) is a subsidiary of Chatham Financial Corp. and provides hedge advisory, accounting and execution services related to swap transactions in the United States. CHA is registered with the Commodity Futures Trading Commission (CFTC) as a commodity trading advisor and is a member of the National Futures Association (NFA); however, neither the CFTC nor the NFA have passed upon the merits of participating in any advisory services offered by CHA. For further information, please visit https://www.chathamfinancial.com/legal-notices/.

Transactions in over-the-counter derivatives (or “swaps”) have significant risks, including, but not limited to, substantial risk of loss. You should consult your own business, legal, tax and accounting advisers with respect to proposed swap transaction and you should refrain from entering into any swap transaction unless you have fully understood the terms and risks of the transaction, including the extent of your potential risk of loss. This material has been prepared by a sales or trading employee or agent of Chatham Hedging Advisors and could be deemed a solicitation for entering into a derivatives transaction. This material is not a research report prepared by Chatham Hedging Advisors. If you are not an experienced user of the derivatives markets, capable of making independent trading decisions, then you should not rely solely on this communication in making trading decisions. All rights reserved. 19-0042

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Managing Your Deal Pipeline
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Quickly Find Transactions and Update Descriptive Information

Quickly search for transactions and update trade attributes