Template · Finance
Credit reviews for finance
Annual credit reviews with risk rating, covenants and due dates.
One click opens a free 30-day workspace with this template and sample data. Change anything by asking.
Interactive demo and walkthrough
Try it now
Try it: Credit reviewsInteractive demo · sample data
Inside
What it does
Annual credit reviews with risk rating, covenants and due dates.
- Tracks
- Borrower, Exposure, Risk rating, Covenants met, Review due, Analyst, Status
- Flags automatically
- Review overdue when Review due has passed and Status is not Approved
- Covenant breach when Covenants met is unchecked
- Approved when Status is Approved
- Actions and automations
- Create a one-page summary: A short Word summary of this borrower for a meeting or a hand-over.
- Views and charts
- A table, a board and charts you add by asking
- Its agent
- Watches every borrower for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
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Questions
Frequently asked
Can we start from our own spreadsheets?
Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.
Can we change it ourselves?
Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.
How long does it take to start?
Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.
Start with this in your own workspace
Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.