SYNDi Online — For Sage 300 Solution Providers
Sage 300 Partners

You've Known Us as SYNDi Loan Manager. Meet SYNDi Online.

The proven loan and mortgage administration engine your peers have trusted for two decades — now in the cloud, multi-tenant, and ready to sit alongside your clients' Sage 300 deployments.

Sage 300 Integration 20+ Years Proven Cloud-Based No Exclusivity
20+
Years in Market
100%
Cloud-Based
No Quota
No Exclusivity
GL Output
Available Now
A Note from Philip Ma, VP SYNDi Group

SYNDi Loan Manager isn't going anywhere. But the world moved to the cloud, and so did we.

If our name is familiar, it's almost certainly because of SYNDi Loan Manager — the desktop loan and mortgage administration product that's been quietly running portfolios for credit unions, diocesan funds, private lenders, and development finance institutions for over two decades.

SYNDi Online is the same proven engine, rebuilt as a modern, multi-tenant, browser-based platform — and meaningfully improved along the way. Loan Management is our first module on the new platform. More will follow as we gauge what our clients and partners need most.

This page is about why that should matter to your Sage 300 practice.

The Gap You've Probably Seen

Sage 300 is a fantastic ERP. It is not a loan management system.

When a client lends money — to members, parishes, dealers, producers, related entities — the operational reality lives outside the GL: amortization schedules, variable rate resets, interest accruals, partial paydowns, delinquency tracking, statements, regulatory reporting. The usual workaround is Excel. The usual outcome is a controller who can't reconcile, an auditor who flags it, and a Sage 300 partner who hears "is there something better than what we're doing now?" on the quarterly review call. SYNDi Online is the answer to that question.

What SYNDi Online Brings to the Stack

Everything SYNDi Loan Manager has always done well — plus what's new in the cloud

Six meaningful improvements over the desktop product your clients may already know.

01

Dramatically Faster Calculations

Schedule generation, interest accruals, and portfolio-wide recalculations that used to take minutes now complete in seconds. A real quality-of-life improvement for clients running larger books.

Impact

Faster amortization and interest calculations across the entire portfolio — not just individual loans.

02

No Client Hardware. No Client IT.

SYNDi Online is fully cloud-hosted. No servers to provision, no workstations to maintain, no backups to babysit. Clients log in from a browser. You sell software, not infrastructure.

Impact

Simpler deployments, faster onboarding, and no IT overhead for you or your client.

03

Enhanced Audit Trail

Every change to every record is captured: who, what, when, before and after values. Built for the auditor your client knows is coming, and for the controller who needs to prove what happened on day 87 of a variable-rate loan.

Impact

Full record of every modification — always audit-ready without additional preparation.

04

Modern Login Security: MFA and Passkeys

Multi-factor authentication and passkey support out of the box — the kind of access controls that clear procurement and InfoSec reviews without a fight, especially relevant for financial institution and government clients.

Impact

Passes enterprise security reviews without customization or negotiation.

05

Analytics Dashboard

Portfolio metrics at a glance: balances, accruals, delinquencies, concentration, performance trends. The dashboard the executive team has been pulling out of Excel manually.

Impact

Executive-ready portfolio visibility without manual reporting preparation.

06

Powerful Search Across the Entire Portfolio

Find any loan, borrower, transaction, or document in seconds. A small thing that becomes a big thing the first time a client asks "what's the status on the Henderson file?" mid-meeting.

Impact

Instant lookup across loans, borrowers, transactions, and documents — no manual digging.

Where We Fit in Your Book

If you have Sage 300 clients in any of these segments, we're worth a conversation

SYNDi Online slots in wherever a Sage 300 client is managing a lending portfolio — regardless of industry.

01

Religious & Non-Profit

Diocesan revolving loan funds, parish lending, and foundation programs that need transparent reporting for leadership and funders without complex enterprise software.

02

Private & Specialty Lenders

Private credit funds, family offices, and organizations running their own loan programs that need a clean, auditable system outside their primary accounting platform.

03

Development Finance

CDFIs, government loan programs, and public sector debt administration where compliance reporting, audit trails, and funder-ready exports are non-negotiable requirements.

04

Corporate & Cooperative

Intercompany loans, employee loan programs, dealer financing, and member cooperatives that need structured loan administration separate from their core ERP.

The Partner Arrangement

We want to work with every Sage 300 VAR who has a client this fits

No exclusivity, no territory carve-outs, no minimum quota. Straightforward terms built around your business.

You Own the Client

You own the client relationship, you mark up the software, and you bill the implementation services. We provide the platform, technical onboarding support, and ongoing product development.

No Exclusivity

No exclusivity, no territory carve-outs, no minimum quota. If you have a Sage 300 client with a lending portfolio, we'd like to be the loan management piece of your solution.

Sage 300 Integration

Clean importable GL output is available now. The native push-to-Sage 300 connector is on the roadmap and being built now — with the same depth and reliability our existing desktop integrations deliver.

Shape the Integration

Partners who engage now help us calibrate the Sage 300 connector — chart-of-accounts mapping, journal source codes, optional field handling, the workflow quirks Sage 300 customers actually use. You get a finished product built for your client base.

Flexible Terms

Margins and terms are open to discussion. We'd rather build a partnership that fits your business than impose a template. If even one client comes to mind as you read this, that's reason enough to talk.

"The partners who help us shape this integration will have a finished product calibrated to their client base — not a generic build."
Philip Ma, VP — SYNDi Group
Become a Partner

If even one client comes to mind, that's reason enough to talk.

Submit your details and a representative from SYNDi Group will follow up after your form has been reviewed. We look forward to hearing from you.

Pre-sales support and product demonstrations on your behalf
Implementation training for your team or directly for your clients
Custom features and reports tailored to your client's needs
Generous commissions and flexible partnership terms
Ongoing product development and Sage 300 connector roadmap input

Book a Free Demo

See SYNDi Online in action with a 30-minute walkthrough tailored to your client's use case.

Book a 30-Min Demo →
No commitment required
We'll tailor the demo to your client's industry
Get answers on the Sage 300 integration roadmap
Discuss margins and partnership terms

SYNDI Online

Streamline your loan servicing operations with automated amortization, intelligent interest calculations, and comprehensive reporting.

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SYNDI Group
INDUSFLOW SYSTEMS
INC2800 14th Avenue, Suite 405
Markham, Ontario L3R 0E4
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SYNDI Group
INDUSFLOW SYSTEMS
38 Hohn Street
Montrose, Chaguanas
Trinidad & Tobago
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