Portfolio Insights
Updated 2m agoApplications received
18↗ 29%
Active pipeline
$1,138,000
4 files · oldest 3d in stageDecisions made
12↗ 33%
9 approved · 3 declinedTime to decision
3d↘ 25%
Approval rate
75%↗ 12%
89% of dollars approvedNeeds Attention
4 itemsReasonBorrowerDetailWaitingAction
Awaiting DecisionCasa Verde Catering LLC$175,000 term loan · Maria E. DelgadoMemo drafted. DSCR 1.42 on adjusted EBITDA of $96,400.40mOpen memo →
Docs FlaggedBrightside Cleaning Co.$18,000 microloan · Luz MorenoApril statement pages are cropped and the utility bill shows a different name. Requires a borrower call.6hReview documents →
Document ExceptionLittle Sprouts Early Learning Center LLC$850,000 CRE · Tanya M. BrooksInsurance certificate lists the prior landlord and the environmental report is outstanding. LTV 82% routes to committee as a policy exception.3dReview file →
Active Pipeline
4 files · $1,138,000Time to Decision Breakdown
Borrower response1.4dOfficer review and decision0.8dCommittee decision0.6dKita processing7m
Decision Drivers
12 decisionsOutcomes
Total deployed9 funded loans
$2,400,000Memo-ready files funded9 of 10 files with a drafted memo
90%Withdrawn before a decision2 applications withdrawn
$240,000Borrower Mix
18 borrowersApplication Flow
by quarterReceived
Approved
Declined
6420
Q3 25Q4 25Q1 26Q2 26
Team
1 officerJAJordan AvilaSenior Credit Officer4$1,138,00067%1 needs action