Credit Memo Automation demo
A full credit memo drafted from the spread and the file, every number and claim cited. 1:13
What the demo shows
A memo solution for credit analysts that drafts the full credit memo from the spread and file.
Six agents read the whole deal file and write every section of the memo in the bank's own template in front of the analyst, each number sourced in the margin; they test the structure against policy and propose a grade. The spread stays live beside the memo: change one figure and every sentence, ratio and table that depends on it rewrites itself and is marked for the analyst to accept.
Transcript
- Credit Memo Automation writes the full credit memo from the spread and file for credit analysts.
- By hand, that takes days.
- For Brennick Precision's 19 million, six agents read 38 documents and write it.
- Every number is underlined, its source in the margin, one click from the page.
- One conflict on the owner's cash, Hanna takes his broker's figure.
- Then the CPA's K1s arrive, and she types the real tax distributions into the spread.
- Global coverage falls from 1.42 to 1.18 times.
- Three paragraphs rewrite, and the risk section gains a mitigate.
- Twelve change numbers are marked.
- She accepts them and sends the memo for review.
- A cited first draft the same day, not after days of pasting.
- Built on Botminds: agents, data, screens, and governance on one platform. for.
Transcribed from the film’s narration. Captions are on the player.