# Finley Technologies

Debt capital software

Research: https://www.safecli.org/company/finleycms.com
Company: https://finleycms.com

## Evidence status

Insufficient enterprise evidence
Source review: 2026-10-16T03:30:20.747Z
API: Private API

Company-published claims, not independently verified controls. Unknown is not evidence of absence.

## Procurement checks

### Security assurance — Not found


- [ ] Request the current audit report, scope, exceptions and expiry; confirm the vendor entity.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

### SSO & provisioning — Not found


- [ ] Test SSO enforcement, user removal and privileged-account recovery.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

### Access controls — Company-published

> Role-based access, SSO support, encryption in transit and at rest, and complete audit logs.

Source: https://www.finleycms.com/solutions/loan-servicing
Reviewed: 2026-10-16T03:30:20.747Z

- [ ] Test least-privilege roles and cross-tenant access with separate test accounts.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

### Auditability — Company-published

> The application contains timestamped audit logs to ensure that all access and actions can be monitored and verified.

Source: https://www.finleycms.com/platform/security
Reviewed: 2026-10-16T03:30:20.747Z

> Monitor covenants, store obligations, and keep deliverables on schedule with maker/checker approvals and audit logs.

Source: https://www.finleycms.com/solutions/loan-servicing
Reviewed: 2026-10-16T03:30:20.747Z

- [ ] Verify administrative and data-access events, retention and export.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

### Data handling — Not found


- [ ] Review DPA, subprocessors, retention, deletion, residency and AI training use.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

### Reliability & support — Not found


- [ ] Request SLA, incident history, recovery targets and support escalation terms.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

### Product effectiveness — Not found


- [ ] Run a representative pilot against your current workflow; measure errors, missed cases, time saved and human review cost.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

## Decision

- Owner:
- Intended use and data sensitivity:
- Blocking requirements:
- Pilot success criteria:
- Unresolved risks:
- Decision and review date: