One Conway Park  •  100 Field Drive, Suite 270  •  Lake Forest, IL 60045 847.604.8055
United Financial Technologies
Reserved Tender Advance Facility
Master Participation
UFTCF Master Participation Agreement
United Financial Technologies CORPORATE OVERVIEW
Master Participation INSTITUTIONAL SERVICES
Reserved Tender Advance Facility DOCUMENTATION
INSTITUTIONAL PERSPECTIVE


United Financial Technologies is dedicated to providing the best and most comprehensive service platform to its financial instrument Licensees. The Collateralized Variable Rate Demand Note (CVRDN) and the Managed Variable Rate Demand Note (MVRDN) are foundational products in our business model. However, we understand that ingenuity in product design is not all it takes to best assure that our Licensees succeed and our products find a sustainable home in the market. It takes the involvement of highly qualified financial service providers that are trained in applying United Financial Technologies’ financial instruments in their respective core service areas to adopt those Licensees as new customers and clients.

Sitting at the hub of an ever-expanding group of professional firms and financial institutions as Preferred Vendors, United Financial Technologies is honored to be associated with such quality service providers that, together, bring a turn-key support system to life for the benefit of our Licensees. Through a cooperative perspective of working in lock-step with those Preferred Vendors, we are able to help our Licensees make the most of our products while fostering new commercial opportunities for our network of Preferred Vendors.

Master Participation
INSTITUTIONAL OPPORTUNITIES


"Our Preferred Vendors are our allies as we are also theirs; seeking to deliver upon a mutual promise of professional support that will further
the commercial interests of both.” 

United Financial Technologies recognized early that those institutions that have taken the initiative to step up alongside our firm to bring our innovative financial technologies to the fore in the market have the vision to see value where others see risk. As such, we also have come to understand that
our team of Preferre
d Vendors are aggressive champions of United Financial Technologies’ products. Those forward-thinking professional services firms have taken the time to understand our mission in the marketplace and what our products can mean to new users in terms of savings and opportunity when those technologies and systems are implemented at the right time for the right companies.

UFTCF Master Participation Agreement
CREDIT ENHANCEMENT SERVICES


In the operation of either the CVRDN or MVRDN, the role of pre-qualified, sophisticated, investment grade commercial banks, finance companies, insurance companies, investment banks and guarantors as a source of quality credit enhancement is undeniable. As such, United Financial Technologies understands that institutional participation and support of the foundational credit enhancement practices must be a focus in assuring the effective adoption of these instruments in the marketplace. With this in mind, a wide-spread institutional educational and recruitment program has been undertaken in order to illustrate the benefits of issuance of letters of credit and the establishment of the Reserved Tender Advance Facilities as alternative credit tools to traditional term loans, credit lines, leverage facilities, and mortgage structures.

The following profiles each available form of credit enhancement vehicle used in support of the various components and operations of the CVRDN or MVRDN, as the case may be.

Reserved Tender Advance Facility BECOME A PREFERRED VENDOR
UFT Commercial Finance
United Financial Technologies
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Participating Lender Network
UFT Commercial Finance
United Financial Technologies
One Conway Park  •  100 Field Drive, Suite 270  •  Lake Forest, IL 60045 847.604.8055