Get your portfolio data
ready for monitoring.
We map the borrower packs, models and loan records used in your monitoring cycle, resolve conflicting figures and agree which sources the agents should rely on.
Reliable monitoring starts with agreed inputs.
An automated monitoring system is only as good as the inputs beneath it.
Reliable data, clear owners
Every borrower pack, model and loan record mapped and reconciled, duplicates and conflicting figures resolved at the source, and each data set given a named owner.
Access controls
Permissions carried over from your systems and set by role, so people and agents only see the loans and documents they are cleared to see.
Clear definitions
One agreed meaning for every field and covenant, from EBITDA to leverage, so every model, report and agent computes it the same way.
Rules
Covenant tests, reporting calendars and approval policies encoded, so a figure that breaks them is flagged before anything uses it.
Expertise captured
How your team reads a borrower pack, spreads the financials or signs off a monitoring note, written down as context the agents work from.
Deployed with compliance in mind.
We clean, map and automate on your data in line with your security, IT and data requirements.
Forward-deployed engineers
Our engineers embed with your team to map every source of loan data, clean and reconcile it, and fix problems where they start. They stay until the data is in order and the monitoring agents are running on it.
Deployed as agreed, fully governed
Your data is hosted on AWS in Sydney. Access controls and integrations are agreed during scoping and documented for your engagement, with every change to your data recorded.