Reporting & Analytics
Build your own dashboards and analysis. Build in plain language, get answers from live data, and turn them into insights. Hours spent pulling data go back to decisions.
Know what you want to know, when you want to know
AI-powered analysis can scale beyond headcount, data tapes and loan files. Insight is the only alpha.
The problem
Investing in the infrastructure that compounds is expensive. Earning the near-term return is easy.
Insight comes from information. Information is expensive to produce. Data pipelines are difficult to set up and maintain. Data analysis is operated on spreadsheets. Chasing information can take days.
AI-powered portfolio management
Tape to File Review
Verify the source of data to the authoritative documents. Do not simply rely on reps and warranties.
Tape to Tape Review
Every loan has a story. Make sure the story makes sense. Verify the information you have – modifications, delinquency roll rates, loan status, and much more.
Tape to Collection Review
Reported payments and collected payments are different things. Don’t wait until you realize that money wasn’t there.
Workflows & Alerts
Let AI do the work automatically. You will be notified when analysis needs your attention.
Get started in two steps.
Increase robustness and unlock velocity. It is cheaper.
Step 1: Upload your data tape
Drop in your tape as it is today. Termblocks maps the fields and you can change it.
Step 2: Set up your prompts
Write what you want to know in plain English. Termblocks runs it on every loan and alerts you when something needs a review.
Turn Complexity
into Clarity
Don’t get slowed down by complexity. See how clarity increases productivity.
Book a Demo