Dashboard

CR
CRE Portfolio Credit observability

Welcome back.

Portfolio command center — structured reviews, covenant evidence, and watchlist triage.

Escalate
0
Immediate credit desk review
Watch
0
Monitor closely
Hold
0
No action required
Killer query
0
Compound desk filter matches
Portfolio health
79
Average score across analyzed loans.
Needs attention
33
Watch or escalate recommendation.
High risk loans
21
Immediate credit desk review.
18 mo maturities
15
Refinance pressure window.
Low occupancy
13
Below 80 percent occupancy.
Attention Queue Ranked from the current portfolio dashboard output.
Filter:
Loan Property Score Action DSCR Occupancy Maturity Signals
01 IngestLoan agreement, rent roll, and operating statement normalize into extracted facts.
02 TestCovenants classify as maintenance or trigger before pass/fail scoring.
03 ScoreRisk signals drive health score, trend, and watchlist action.
04 ReviewAnnual-review memo links back to citations and source documents.