Customer: Causeway Financial (Now acquired by Salter Brothers)

Overview

Causeway Financial partnered with Untap to enhance the efficiency and flexibility of their reporting and loan management processes. The collaboration spanned several years and delivered a tailored solution designed to meet the unique needs of a private debt fund.

The Challenge

Causeway Financial needed a way to manage complex loan data and fund reporting within a single, reliable system. Manual processes and rigid templates made it difficult to produce consistent reports across multiple structures. The team required a solution that could simplify reporting without sacrificing control or accuracy.

The Solution

Untap worked closely with Causeway Financial to develop a customized loan management and reporting framework. The platform’s flexibility allowed the fund to automate data flows, maintain transparency across assets, and easily adapt to evolving requirements.

Untap’s customer success team provided continuous support throughout implementation, ensuring that the solution was configured precisely to Causeway’s workflows.

The Results

• Streamlined loan management with consistent, automated reporting
• Improved visibility into fund and loan performance
• Increased efficiency across teams through automation and integration
• High satisfaction with Untap’s service, flexibility, and adaptability