SYNDi Online — Loan Management for Catholic Diocese Lending Programs
Diocese lending

Loan Management Built for Diocese Finance Offices

SYNDi Online gives controllers and loan officers a purpose-built platform to manage parish loans, school and facility financing, charitable fund lending, and construction loans — with the transparency and reporting your leadership requires.

100%
Cloud-Based
Loan Programs
PDF & XLS
Export Formats
Real-Time
Support Access
The Problem We Solve

Diocese lending programs deserve more than a spreadsheet.

Many diocese finance offices manage revolving loan funds across dozens of parishes, schools, and charitable organizations — often using spreadsheets or general accounting software never designed for loan portfolio management.

The result is manual tracking, inconsistent reporting, and limited visibility into what's outstanding, what's overdue, and how the fund is performing overall. Leadership and funders deserve better than a quarterly export from Excel.

SYNDi Online gives diocese controllers and loan officers a purpose-built platform to manage the full loan lifecycle — from origination through payoff — with clean reporting, full audit trails, and the transparency your institution requires.

Loan Types

Built for the lending programs dioceses actually run

SYNDi Online handles the loan structures common to diocese revolving loan funds — with flexibility for each program's specific terms, repayment structure, and reporting requirements.

01

Parish Loans

Manage loans to individual parishes with complete borrower profiles, custom repayment schedules, and full payment history from origination through payoff. Every disbursement and payment is tracked and audit-ready.

What's tracked

Borrower profile, disbursements, payment history, outstanding balance, arrears, and full audit trail per parish.

02

School & Facility Financing

Track loans for school capital projects and facility improvements with custom amortization and exportable reports for institutional leadership and funders.

Repayment options

Fixed schedules, custom term lengths, and amortization configurations built around each project's specific requirements.

03

Charitable Fund Lending

Manage lending from diocese charitable funds with the transparency and reporting your leadership, donors, and beneficiaries need — clear audit trails across every cohort and program year.

Reporting

Exportable portfolio reports to PDF and Excel for board review, funder reporting, and internal oversight.

04

Construction Loans for Parishes

Track construction financing from initial disbursement through completion and conversion — with draw schedules, document management, and full visibility into project status at every stage.

Construction tracking

Draw schedule management, disbursement tracking, and document storage through every stage of the project.

Platform Features

Everything your finance office needs in one place

Portfolio & Borrower Management

Full Portfolio VisibilityReal-time view of every active, delinquent, and closed loan across all diocese programs.
360° Borrower ProfilesComplete parish and institution records with documents, loan history, and payment activity.
Delinquency Tracking & ArrearsAutomated tracking and payment reminders so overdue accounts never fall through the cracks.
Document ManagementStore loan documents, agreements, and correspondence directly against each loan file.
Custom Repayment SchedulesConfigure repayment terms around each loan program's specific requirements.

Reporting & Operations

Exportable Portfolio ReportsPull reports to PDF or Excel for leadership review, funder reporting, or board presentations.
Compliance & Audit TrailsEvery payment, disbursement, and modification is logged — always audit-ready.
Custom DashboardsConfigurable views for controllers, loan officers, and leadership to see what matters most.
Workflow AutomationAutomate payment reminders, disbursements, and routine portfolio management tasks.
Built-In Support AccessOur team can log into your account directly to assist your staff in real time when needed.
Why SYNDi Online

Software that earns its place in your finance office

SYNDi Online adapts to your diocese's structure and programs — not the other way around.

Flexible by Design

Configure loan products and repayment structures around how your diocese operates — not around what a generic system can support.

Cloud-Based, Always Current

Access your portfolio from anywhere, on any device. No servers, no IT maintenance, no version upgrades. SYNDi Online is always up to date.

Scales With Your Portfolio

Whether you're managing 20 parish loans or a large multi-program revolving fund, SYNDi Online grows with your diocese without forcing a platform change.

Hands-On Implementation

Our team works with you through setup, data migration, and staff training. Your finance office goes live with confidence — not with a manual and a help desk queue.

Real-Time Support

When something needs attention, we don't send you a ticket number. We log in directly to your account and assist your team in real time.

"We don't just hand you software — we build around your workflow and stay with you after go-live."
SYNDi Online — Trusted by diocese lending programs and community lenders across North America

Ready to bring clarity to your diocese lending program?

See how SYNDi Online helps finance offices manage parish loans, school financing, charitable fund lending, and construction loans — all in one platform.

FAQ

Common questions from diocese finance offices

Book a demo and we'll walk through your specific requirements.

Is SYNDi Online designed for diocese revolving loan funds?

Yes. SYNDi Online is purpose-built for mission-driven lending organizations — including diocese revolving loan funds, CDFIs, and Indigenous Financial Institutions. It's designed to handle the complexity of institutional lending programs, not force your office into a generic template.

Can we manage multiple loan programs under one platform?+

Yes. Parish loans, school and facility financing, charitable fund lending, and construction loans can all be managed within the same platform — with separate tracking, reporting, and audit trails for each program.

What reporting does SYNDi produce for leadership and funders?+

SYNDi Online produces exportable portfolio reports in PDF and Excel — covering outstanding balances, payment history, delinquency status, and program-level summaries. Your finance office can pull what leadership or funders need without manual reformatting.

Can you migrate our existing loan data?+

Yes. We handle data migration from your current system — whether that's spreadsheets, another loan platform, or accounting software — so your historical portfolio and borrower records carry over cleanly.

What kind of ongoing support do you provide?+

You get a dedicated support team that understands community and institutional lending — not a generic help desk. We can log in directly to your account to assist your staff in real time when needed.

How is pricing structured?+

Pricing is based on your portfolio size and organizational needs. We don't do one-size-fits-all — book a demo and we'll put together a proposal that fits your diocese's budget.