Credit Onboarding & Servicing
Full credit event lifecycle — onboarding, drawdowns, amendments, repricings, refinancings. Document extraction, data structuring, amendment-aware recordkeeping, and LMS integration.
Four capability layers — Engine, Data, Domain, People — powering five modules. Deployed once on your infrastructure. All modules share the same AI & Agentic Workflow Engine.
Every credit event — onboarding, amendments, drawdowns, covenant tests — follows the same workflow.
Start with the module that delivers the most immediate ROI. Expand without re-deploying.
Full credit event lifecycle — onboarding, drawdowns, amendments, repricings, refinancings. Document extraction, data structuring, amendment-aware recordkeeping, and LMS integration.
Covenant monitoring, waiver workflows, and risk alerting. Automated ratio calculation with amendment-aware versioning and evidence-linked breach detection.
Use of Proceeds tracking, ESG KPI calculation, sustainability performance target monitoring, and automated impact reporting for green lending.
Portfolio-wide analytics — concentration risk, benchmark term comparison, covenant health dashboards, and early warning across your full credit book.
Searchable deal library, clause precedent management, document governance, and AI-powered institutional knowledge.
We run pilots using your own documents — scoped to your highest-volume use case. 8–12 weeks to measurable outcomes.