L O A N A I

Software Features

Structure

Built for real-time warehouse intelligence and compliance automation

  • Customizable

  • Uptime Guarantee

Borrowing Base Engine Dashboard

Borrowing Base Engine

Apply customizable advance rate rules to calculate real-time borrowing base availability. Get instant visibility into eligible loan assets, line utilization, and over-advancement warnings.

  • Per-loan & aggregated base calculations
  • Custom advance rate logic
  • Exportable to Excel/PDF
Compliance Monitoring Dashboard

Automated Compliance Checks

Continuously monitor for covenant breaches such as DSCR, LTV, and document completion. Configure alerts at both the line level and portfolio-wide to stay ahead of compliance risk.

  • DSCR / LTV calculations
  • Threshold-based warnings
  • Document completeness checks
Portfolio Manager Dashboard

Portfolio Manager

Centrally manage your full portfolio across all warehouse lines. Use tags like "delinquent," "docs-pending," or "maturing" to filter and triage action items. Edit and annotate with role-based permissions.

  • Search and filter across funds
  • Editable by permission
  • Tagging and flagging system
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Real-Time Borrowing Base Feature
AI Compliance Engine Feature
Reports and AI Insights Feature
Intelligent Oversight

Purpose-built to simplify complex warehouse management

Upload Center Icon

Drag-and-Drop Upload Center

Extracts & Validates Data Arrow Icon
Access Control Icon

Role-Based Access Control

Multi-user Permissions Arrow Icon
Collaboration Icon

Multi-User Collaboration

Tag, Edit, and Comment Arrow Icon
Configuration Icon

Custom Advance Rate Configuration

Agreement-Specific Logic Arrow Icon
Security Icon

Secure Cloud Infrastructure

Bank-Grade Encryption Arrow Icon
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Our borrowing base engine applies your custom advance rate rules to calculate real-time capacity and headroom. It automatically flags ineligible assets, tracks over-advancement, and provides per-loan and aggregate calculations. All results are exportable to Excel/PDF for easy reporting and compliance documentation.

Our AI compliance engine automatically monitors DSCR ratios, LTV calculations, document completeness, and custom covenant thresholds. You can configure custom threshold alerts and view compliance status by individual line or aggregated across your entire portfolio to catch issues before they become problems.

Our drag-and-drop upload center supports CSV, XLSX, and PDF files. Simply upload your loan data, agreement PDFs, and compliance documents. Our system automatically extracts loan attributes, validates incoming data, and applies your warehouse agreement rules to deliver real-time insights.

We provide comprehensive implementation support including data migration, custom advance rate configuration, role-based access setup, and user training. Our team works with you to configure the platform to match your specific warehouse agreement terms and compliance requirements.

You can request a demo through our website, email us directly, or schedule a consultation call. Our team is ready to show you how Loan Warehouse AI can streamline your warehouse line management and unlock 10-30% more capacity through real-time computation and automated compliance.

We use bank-grade encryption and secure cloud infrastructure to protect your sensitive financial data. All data is encrypted in transit and at rest, with role-based access controls, comprehensive audit trails, and compliance with industry security standards to ensure your warehouse line data stays protected.