A proven four-stage methodology — from initial collateral review through continuous automated monitoring — built around your facility structure.
Structure the deal in CORA before the first BBC: model advance rates, sublimits, reserves, and concentration limits, size the borrowing base against real collateral, and stress-test eligibility before you commit. The structure you underwrite becomes the monitoring engine on day one.
In-depth analysis of your collateral (AR aging, inventory schedules, M&E appraisals) and mapping of your facility's eligibility rules and advance rates.
Automated, repeatable monitoring solution configured to your exact specifications: data ingestion pipelines, eligibility engines, and reporting workflows.
CORA runs in the background, ingesting borrower submissions, recalculating availability, flagging exceptions, and alerting your team in real time.
Live dashboards, compliance reports, field exam packages, and portfolio analytics available any time, without waiting for a scheduled review cycle.
Structure and size new facilities inside CORA before they go live, then carry that structure straight into monitoring with no rebuild.
CORA's eligibility engine processes BBC submissions and AR aging to automatically calculate ineligibles, concentration exposures, and real-time availability, feeding the result directly into the borrowing base.
Continuous valuation across inventory and machinery & equipment — dual-methodology NOLV for inventory and OLV tracking for M&E, recalculated every BBC cycle with HILT guardrails flagging anomalies.
Borrowing base certificates generated automatically from AR, Inventory, and M&E valuations — recalculated every submission, with variance tracking against the prior cycle. Included at no additional cost per borrower.
Roll up your entire portfolio into one view, then drill into any individual borrower for the complete picture. Each borrower screen spans Summary, AR aging, Inventory sub-tabs, M&E, Forecast, 13-Week Cash Flow, Term Loan covenants, Risk, Reports, and Limits — alongside the CRM layer for managing the relationship.
Complete field exam lifecycle management — from scheduling through report generation — with integrated IRL workflows and compliance tracking.
Portfolio-wide risk scoring, migration analysis, and trend visualization — giving credit teams a real-time read on every borrower relationship.
We'll walk you through a live demo tailored to your portfolio.