PRIORITY QUEUE
MONDAY · AUGUST 24
Good morning, Val.
Connecting data
PIPELINE AGENDA · 57 ACTIVE DEALS
Your curated agenda deals
| Loan | Stage | Owner | Next milestone | Conditions | Valuation | Exposure |
|---|
ACQUISITION TRANSACTION WORKSPACE
New originations and NPL resolutions
One transaction connects the sales opportunity, collateral acquisition, legacy payoff and new Trius financing without combining their loan IDs or balances.
TRANSACTION REGISTER
Acquisition pipeline
| Transaction | Stage / close | Pipedrive opportunity | Legacy NPLs | Resolved committed | Collateral | New Trius loans | New committed |
|---|
CAPITAL STRUCTURE · PRELIMINARY
B-note structuring workbench
Build a subordinate note separately from the senior A-note. Committed amounts, funded principal, accrued interest and payoff proceeds remain distinct.
TIMBER COVE MODEL · INTEGRATED UNDERWRITING
Loan and valuation scenario workbench
LOS facts, valuation evidence and underwriting assumptions remain separately identified. Changes recalculate all three scenarios.
LRC / SPECIAL CREDIT COMMITTEE
Collateral outcome approval
Compare executable alternatives, document the preferred risk-adjusted outcome, establish a fallback trigger and retain the approval record.
1 Decision2 Exposure3 Alternatives4 Recommendation5 Approval
LOAN COMMAND CENTER
Select loan
One operational view for milestones, decisions, connected systems and daily execution.
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Select a loan to begin
The decision summary and role-specific work queue will appear here.
ROLE-BASED FOCUS
What needs attention now
Select a loan.
DECISION & APPROVAL
Current recommendation
No committee request linked.
EXECUTION PATH
Milestones and conditions
COLLATERAL & VALUATION
Property coverage
No collateral loaded.
CAPITAL & TRANSACTION
Financing relationships
No linked transaction.
INTERNAL ACTIVITY
Loan-level conversation
CONDITIONS CONTROL
Closing-readiness workspace
Turn parent-LMS conditions into owned daily work, overnight instructions and an auditable path to clearance.
CONDITION REGISTER
Loan requirements
Select a loan.
VALUATION CONTROL
Collateral evidence workspace
Keep appraisal, BOV, Foundry, Comp Grabber and internal conclusions separately sourced and dated.
SOURCE & CONCLUSION
Selected underwriting value
CREDIT METRICS
Value coverage
LTV measures identify their numerator. Historical values remain in valuation history and are never overwritten.
COMPARABLES
Comp review and exclusions
Import a Comp Grabber file or select an existing valuation.
PORTFOLIO OPERATIONS · INDEPENDENT CONTROL
Audit & Controls Center
Review every loan, source import, workflow change, approval, overnight handoff, integration and access event from one attributed ledger.
READ-ONLY ATTRIBUTED LEDGER
Recent portfolio activity
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