Lender License Management demo

Every state license, renewal, report and change notice tracked, drafted and filed on time. 1:15

What the demo shows

A licensing solution for non-bank lenders that tracks every state license, renewal and report.

Six agents read each state's rules and the company's records, place each filing on one twelve-month calendar and draft it with its answers cited; the Licensing Manager attests and files.

Transcript

  1. Lender License Management tracks every state license, renewal, report and bond for non-bank lenders.
  2. 61 licenses in 34 states.
  3. One missed renewal stops lending there.
  4. The whole year is one calendar, and December darkens with renewals.
  5. Renata opens the 15th.
  6. California's renewal is drafted, but its bond expires three days earlier.
  7. Every answer cites its source.
  8. The bond is flagged in the margin.
  9. She asks the surety for a continuation and it tests.
  10. It files on November 1st.
  11. A new finance chief triggers 35 filings, each on its own state clock.
  12. She tests a new product.
  13. Illinois needs a license first, or its loans are void.
  14. No missed renewal in any state.
  15. Built on Botminds: agents, data, screens, and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.