Excel Whiz

EXCELWHIZ

Banking & Lending

Make smarter borrowing and lending decisions with structured financial models. Loan structuring, serviceability analysis, covenant tracking, and credit risk assessment.

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Overview

Better borrowing, backed by better models

Whether you are seeking finance for growth, managing an existing debt portfolio, or assessing credit risk, the quality of your financial model can make the difference between approval and rejection - or between a good deal and a great one.

We build banking and lending models that help borrowers present compelling cases to lenders and help lenders assess credit risk rigorously. Our models incorporate loan structuring, serviceability calculations, covenant tracking, and sensitivity analysis so you understand the full picture before signing on the dotted line.

From small business loan applications to complex debt capital structures, we give you the financial rigour that lenders respect and decision-makers rely on.

Why it matters

What a banking & lending model gives you

Loan Structuring & Serviceability

Model different loan structures - principal and interest, interest-only, offset accounts - and assess serviceability under various interest rate scenarios.

Debt Covenant Modelling

Build models that track and forecast debt covenant compliance. See how changes in earnings, leverage, or interest rates affect your headroom under loan agreements.

Credit Risk & Rating Analysis

Analyse credit risk using structured frameworks. Model probability of default, loss given default, and expected credit loss for informed lending or borrowing decisions.

Interest Rate Sensitivity & Refinancing

Run scenario analysis to see how rising or falling rates affect your cash flows. Evaluate refinancing options and compare loan terms side by side.

Who needs this

Common use cases

  • Borrowers preparing loan applications with robust financial models and forecasts
  • Mortgage brokers assessing serviceability and structuring loans for clients
  • CFOs and finance managers managing debt covenants and reporting to lenders
  • Businesses evaluating refinancing options and comparing loan structures

Need help with a loan or lending model?

From loan structuring and serviceability to covenant tracking and credit risk - we build models that help you borrow smarter and lend with confidence.

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