Commercial Loan Booking Automation demo
Each term in the signed agreement read, laid beside the loan system, and each difference shown before the first bill. 1:15
What the demo shows
A booking solution for loan operations that checks every booked term against the agreement.
Six agents read the closing package the night a loan closes and lay the loan system's booking over the signed agreement: each booked value pinned to the clause that sets it, each required term left blank shown in red, and the money each difference moves on the first bills. The booking quality checker resolves each one and certifies.
Transcript
- Commercial Loan Booking Automation checks every booked loan term against the signed agreement.
- Analysts rekey 80 fields by hand.
- One wrong field means a wrong bill.
- Halvorsen closed Friday. $42.5 million.
- First bill in 18 days.
- Priya lays the booking over the agreement.
- Six agents pin each field to its clause.
- Boxes go green. One flashes red.
- The SOFR floor in Section 208 was never booked.
- Three rates came from the credit approval, the first payment date from the note.
- That is $5,000 short in October and a missing payment in December.
- The assistant corrects all five and hands the note to documentation.
- Prius certifies and Elaine co-signs before the first bill.
- Built on Botminds: agents, data, screens, and governance on one platform. Thank you.
Transcribed from the film’s narration. Captions are on the player.