Solutions
Commercial portfolio surveillance without another analyst row per borrower
Programmatic cash health, distress, and runway for commercial lenders running surveillance across hundreds of operating companies.
Commercial lenders often maintain surveillance spreadsheets that rot when relationship managers rotate. API-driven surveillance attaches fresh JSON to each borrower record on a schedule you control, making audits and committee prep faster.
Designing cohort-level rollups
Aggregate structured drivers in your warehouse by NAICS, region, or risk grade. Narratives remain useful for relationship managers reviewing exceptions.
Escalation playbooks
Trigger workflows when distress and runway endpoints disagree — that pattern often indicates timing mismatches worth a call before a covenant test.
Shared national credits and agent banks
When you are participant or agent, align envelope refresh schedules to agency agreements so downstream banks receive synchronized artifacts instead of forwarded emails.