Continuous visibility across your lending book.

Collateral, covenants, and portfolio strats in one live system. Built for commercial lenders who need to see deterioration before it shows up in a quarterly review.

What commercial lenders use it for

Origination and underwriting

Secure document rooms. Underwriting workflows with built-in approval routing.

Collateral monitoring

Source-linked tracking of collateral positions across the book. Borrowing base certificates parsed and reconciled automatically.

Covenant compliance

Financial covenant tests, portfolio covenant tracking, and early warnings for at-risk credits.

Portfolio reporting

Pre-configured dashboards for portfolio strats. Ad hoc analysis on demand. Audit-ready exports.

Workflow agents for commercial lenders

  • Request and ingest borrower reporting packages
  • Reconcile borrowing base certificates against covenants
  • Flag covenant exceptions with full audit history
  • Generate portfolio review packs for credit committee

Why commercial lenders choose us

Credit agreements stipulate financial and portfolio covenants. We make sure your team can act on them, not just file them. Continuous monitoring, source-linked data, and clear accountability on every exception.

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