Problem Loan Management demo
One current page per troubled loan: the story in five lines, collateral, the workout plan and the next decision — updated as each document arrives. 1:13
What the demo shows
A watch list solution for credit committees that keeps one page per troubled loan.
Six agents keep one page per watch list loan current from the file — each new statement, payment, appraisal or RM update rewrites the line it changes, with its source in the margin — and the committee reads the pages, sees what moved since last month, and decides.
Transcript
- Problem Loan Management keeps one current page per troubled loan for the credit committee.
- Today those pages are rebuilt from email, and they are stale before they are printed.
- Brim are plastics, the story in five lines, collateral, the plan, and the next decision.
- Every line carries its source in the margin, one click from the document.
- At 8.14, a new appraisal of the plan arrives, and the monitor reads it.
- The page updates itself.
- Term loan coverage drops from 1.1 to 0.82.
- Changes since September shows what moved, then struck through, now underlined.
- The agents recommend substandard, citing the shortfall and the missed sponsor equity.
- The committee pack is built from the file, not rebuilt from email.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.