Equipment Finance Pre-Funding Review demo
Invoice, serial numbers, title, lien filing and insurance all matched before a dollar goes to the vendor. 1:15
What the demo shows
A funding solution for equipment lessors that checks invoice, title, lien and insurance.
Six agents follow each machine’s serial number from its plate through the invoice, the schedule, the delivery certificate, the title, the insurance certificate and the lien filing, and test 22 funding conditions against the exact field on each document. Where a serial differs, the thread snaps and a fix is drafted: a transposed serial, a lien filed in the wrong state, insurance on a different VIN, a bank account changed by email. The funding specialist mends each break and releases the payment.
Transcript
- Equipment Finance Pre-Funding Review checks every document before a lessor pays for equipment.
- Tamarack needs $1.2 million for four machines.
- Sixteen documents must agree.
- TESSA traces each serial from the machine’s plate through every document.
- The trailer's thread runs through four documents and snaps at the insurance.
- A different VIN, the last four digits differ.
- That VIN is Tamarack's old trailer, financed elsewhere.
- The new one is uninsured.
- Excavator 2 has two digits swapped on the schedule.
- A corrected one goes out to sign.
- The lien is refiled in Delaware.
- The certificate fixed. The bank confirmed by callback.
- Every thread runs whole and Victor co-signs.
- Checked in minutes. Nothing phantom is funded.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.