Loan Approval Workflow demo
Every deal waiting for a decision, its open questions answered from the file, and every vote recorded. 1:14
What the demo shows
An approval solution for loan committees that routes each deal and records every vote.
Six agents read each finished credit memo, add up exposure across related interests, list every policy exception, route the deal by the approval authority matrix and answer members' questions from the file; the committee votes with reasons, and the minutes draft themselves from the record.
Transcript
- Loan Approval Workflow is the committee room for commercial lenders, with every vote on record.
- Today, approvals stall in email.
- One deal has waited nine days, and the reasons sit in inboxes.
- Merrill Precision asks for $23 million.
- Quorum and the committee's authority are checked before the vote.
- Overnight questions are pinned to the deal.
- Answers drafted from the file.
- Renata sends them. Anyone can ask the file in plain words, and the answer comes back with its citations.
- The chair calls the vote.
- The seats fill in live.
- Howard Stiles declines and says why.
- Then the third seat flips.
- Mark Delacroix approves with a condition.
- Authority met. minutes drafted, decided four days after the memo, and every vote's reasoning is on record.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.