Markit WSO Agent places the management of bank deals at the focal point of its functionality. The initial startup screen displays the Bank Deal Manager and the Activity Manager in a split-screen browsing window allowing immediate access to all levels and processing functions. New bank deals are set up within the system by entering applicable referential information and lender allocations. This information can be updated as needed both prior to and after closing. Upon closing the deal, each position is setup systematically by creating the allocations.

The Activity Manager is used to coordinate activities and correspondence with external entities. Each activity has a set workflow route for reminders, cash movement, and lender notifications. The Activity Manager provides a way for the assigned administrator to proactively and efficiently act upon the various steps as well as historically track and recreate the completed steps.