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Agent · Backlog

Collateral Valuation & Appraisal Review Agent

Reviews appraisals, equipment valuations and borrowing-base certificates for completeness and anomalies, computes advance rates and LTV, and routes exceptions to the collateral/appraisal review function.

Not yet specifiedAssistiveComplexity: Medium
This agent is in the backlog. Registered interest decides which agents are specified and prototyped next.

What it does

  • Check appraisal reports for USPAP/FIRREA completeness, comparable selection and math errors
  • Compare to prior filings and market data
  • Compute LTV and margin against policy advance rates
  • Validate AR/inventory borrowing-base certificates and ineligibles
  • For equipment, cross-check invoices, serial numbers and residual values

Systems and data it works with

  • Appraisal management system
  • NCino collateral module
  • Wolters Kluwer iLien/UCC search
  • Equipment valuation guides
  • ABL systems