Loan Trade Settlement demo

What the demo shows

A settlement solution for loan trading teams that tracks every open trade and what blocks it.

Six agents read the settlement mailbox, the agents' notices and the settlement platform every 30 minutes, name what holds each open trade and who holds it, read the credit agreement for a way through such as deemed consent, draft the chase with the proof attached and count delayed compensation both ways; the settlement analyst sends and the desk head approves anything to a borrower.

Transcript

1. 0:00Loan Trade Settlement puts every open loan trade on one pipeline, with what holds it for settlement teams.
2. 0:09Trades should settle in seven days, most take 20, and late days cost delayed compensation.
3. 0:18Nina starts the morning reading, 46 emails and agent notices tied to their trades.
4. 0:26Corvain, a T plus 23, lifts out, consent is deemed given in two days.
5. 0:35The credit agreement says 10 business days of borrower silence counts as consent.
6. 0:42Settling Friday instead of waiting saves $23,000 of delayed compensation.
7. 0:50Nina sends the drafted notice to the buyer and the agent.
8. 0:53It settles Friday. Every stalled trade now shows who it is waiting on with the chase already written.
9. 1:03Built on Botminds: agents, data, screens, and governance on one platform.

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