CRE Deal Screening demo
Every loan request and offering memo screened against the bank's appetite in minutes. 1:14
What the demo shows
A screening solution for CRE lenders that scores each loan request against bank appetite.
Every request arrives as a card: photo, ask, as-asked tests, sponsor and a stamp against the bank's appetite. Turn it over and six agents have already sized what the bank can do — the counter, its structure and a drafted reply — so the lending officer passes, counters or pursues in seconds, and signs.
Transcript
- CRE Deal Screening turns every commercial real estate loan request into a card, scored against appetite.
- By hand, a package waits days for a first look — 17 came in since Thursday.
- Ashby Medical Pavilion asks, $15.4 million.
- The stamp says outside appetite.
- Turn it over. Counter $11.5 million at 65% LTV with a 12-month reserve.
- One key counters it, reply drafted.
- Next card, Sutter Point, screened by six agents.
- The memo claims $2.7 million of income.
- The rent roll, $2.3.
- As asked, it covers its debt 1.08 times.
- The bank can lend $24.3 million.
- Elena signs, Robert approves, and the broker has an answer the same morning.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.