Financial services · Loan book monitoring

Re-underwrite the whole book, every cycle.

Your officers still make every credit call. The system does the continuous re-evaluation that surfaces distress 24 to 48 hours after it shows up in the data.

Stage 01 Portfolio synced

Every account on the book, every cycle.

Payment behavior, updated financials, public signals. Pulled nightly into a unified state with full history. Not a sample. Not the watchlist. The whole book.

Portfolio state · nightly sync
Refreshing
Accounts in scope 12,400
Refresh cadence Nightly
History retained 36 months
Sources unified 7
Servicing data, bank statements, K-1s, UCC and lien feeds, news mentions, public filings Compared to baseline →
Stage 02 Drift detection

Compared to baseline. Compared to peer cohort.

The judgment layer. The early-warning intuition a senior credit officer carries in their head, codified into a model that runs on every account, every cycle.

Loan #LN-4609 · tracking baseline

Payment timing on-pattern. Balances and DSCR within expected range.

Stable

Loan #LN-4821 · payment timing slipping

Three consecutive payments arriving 4 to 7 days later than the 24-month average. Borrower is still inside grace, but the pattern broke this cycle.

Drift

Loan #LN-5117 · financial ratio deterioration

DSCR moved 1.42 to 1.08 over two quarters on updated financials. Now below peer cohort median for the same industry and vintage.

Drift

Loan #LN-5263 · public signal

UCC filing this week against the operating entity by a new senior secured lender. Not in the file at origination, not disclosed by borrower.

Drift
Drift flagged this cycle 3 of 4 shown · baseline retained on all accounts
Stage 03 Risk re-scoring

Every account re-graded. Not just at origination.

The institution's existing risk framework is applied to the current state of the loan on every refresh. Same rubric the credit committee uses. Different inputs every cycle.

Loan #LN-5117

CRE term · light industrial · vintage 2023

5 Current risk grade
At origination 3

Pass · DSCR 1.42 · trailing 12-month revenue trend positive · clean public record.

This cycle 5

Special mention · DSCR 1.08 · payment timing slipped · peer cohort median deteriorating.

DSCR moved from comfortably above policy floor to within 0.08 of it.
Industry peer cohort median DSCR has declined 14 percent over the same window.
Payment timing pattern broke after 24 months of on-pattern history.
Re-scored against the bank's existing risk framework. Audit trail captured for every grade change: prior grade, new grade, inputs that moved, timestamp, model version. Officer signs off before any rating change is committed.
Stage 04 Change alerting

Only what materially changed. The noise is suppressed.

Most accounts are fine, every cycle. The thresholds capture what the credit officer cares about and drop everything else. The point is fewer pings, not more.

Accounts re-checked this cycle

Every account on the book, refreshed against last night's data pull.

12,400

Accounts with any data movement

Suppressed at the alert layer. Logged but not surfaced. Available on demand in the audit trail.

2,184

Material changes crossing threshold

Drift severity, rating-band crossings, policy ratio breaches, public-record events on the obligor.

47

Surfaced for officer attention

Watch brief generated for each. Routed to the portfolio or credit officer who owns the relationship.

8
Threshold logic Configurable per portfolio · suppression decisions logged for audit
Stage 05 Watch brief delivered

A one-page brief lands with the officer who owns it.

What changed, why it matters, what action is on the table. Framed for the credit officer to decide. The system never moves on the borrower on its own.

Loan #LN-5117

CRE term · light industrial · for officer decision

Drift

What changed this cycle

  • DSCR moved 1.42 to 1.08 on updated trailing financials.
  • Three consecutive payments arrived 4 to 7 days late after 24 months on-pattern.
  • Industry peer cohort median DSCR declined 14 percent over the same window.
  • Internal risk grade re-scored: 3 (pass) to 5 (special mention), pending officer sign-off.

Why it matters

  • The borrower is still current. The pattern, not the payment, is the early signal.
  • Peer cohort deterioration suggests an industry input, not borrower-specific behavior.
  • If the trend continues one more quarter, the loan crosses the policy DSCR floor.

Questions for the borrower call

  • What is driving the revenue softness in the trailing two quarters?
  • Has the customer concentration changed since the last review?
  • What is the working capital cushion through the next two payment cycles?
For officer decision

The system surfaces. The officer decides. No rating change, watchlist move, covenant call, or borrower contact happens until the officer signs off. Fair-lending and adverse-action review attached to every decision in the audit trail.

Stage 06 The loop continues

Every cycle sharpens the early-warning model.

This is the part that does not exist at origination-only banks. The book is re-underwritten continuously. Every officer dismissal, every confirmed deterioration, every false positive feeds back into the drift model. Cycle two is sharper than cycle one. Cycle twelve is sharper still.

Continuous re-underwriting cycle

Runs nightly on the whole book. Officer feedback compounds.

Always-on
Cycle 1 14 alerts

Initial thresholds. Officer dismisses 6 as cohort noise.

Cycle 4 11 alerts

Cohort noise patterns learned. Fewer false positives.

Cycle 12 8 alerts

Earlier signals catch deterioration before delinquency.

Cycle 24 8 alerts

Steady-state. Each alert is materially higher quality.

Tonight
cycle 25
begins
Stage 07 Outcome

Same officers. Distress shows up before delinquency.

Your credit officers still make every call on every borrower. They just get the early-warning brief weeks before the next monthly close would have shown it.

Monthly close 24 to 48 hours Deterioration signal to officer alert
At origination only Every account, every cycle Risk re-underwriting frequency
Rare Standard Distress caught before delinquency
This is one of ours

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