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How to create credit renewal evidence packs?

Assemble facility terms, borrower financials, covenant history, collateral evidence, relationship notes, waivers, approvals, and renewal recommendations.

Run renewal workflows

Refresh renewal decisions with current evidence

Credit renewals depend on updated financials, facility terms, covenant history, collateral, risk ratings, waivers, borrower communications, and approval evidence. TextMine helps teams bring those sources into one review pack.

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Reuse approved borrower facts

Records can carry forward prior facility, covenant, collateral, and exception data so analysts focus on what changed.

an illustration of documents

Route evidence gaps early

Workflows can assign missing accounts, stale valuations, unresolved waivers, legal questions, and committee conditions.

an illustration of vault extracting data from contracts and answering questions about them

Keep renewal history traceable

Records can store approved renewal facts, source documents, recommendation, conditions, and decision history.

Refresh sources
Collect financials, covenants, collateral, waivers, and approvals.
Compare changes
Highlight movements from prior approved facts.
Find gaps
Flag missing accounts, stale evidence, and open issues.
Route review
Assign credit, legal, and specialist tasks.
Create pack
Generate a source-backed renewal view.
Track conditions
Monitor approval conditions and evidence follow-up.
Audit renewal
Keep decision and source history connected.
Refresh sources
Collect financials, covenants, collateral, waivers, and approvals.
Compare changes
Highlight movements from prior approved facts.
Find gaps
Flag missing accounts, stale evidence, and open issues.
Route review
Assign credit, legal, and specialist tasks.
Create pack
Generate a source-backed renewal view.
Track conditions
Monitor approval conditions and evidence follow-up.
Audit renewal
Keep decision and source history connected.

Keep renewal history traceable

Records can store approved renewal facts, source documents, recommendation, conditions, and decision history.

Refresh sources
Collect financials, covenants, collateral, waivers, and approvals.
Compare changes
Highlight movements from prior approved facts.
Find gaps
Flag missing accounts, stale evidence, and open issues.
Route review
Assign credit, legal, and specialist tasks.
Create pack
Generate a source-backed renewal view.
Track conditions
Monitor approval conditions and evidence follow-up.
Audit renewal
Keep decision and source history connected.
Refresh sources
Collect financials, covenants, collateral, waivers, and approvals.
Compare changes
Highlight movements from prior approved facts.
Find gaps
Flag missing accounts, stale evidence, and open issues.
Route review
Assign credit, legal, and specialist tasks.
Create pack
Generate a source-backed renewal view.
Track conditions
Monitor approval conditions and evidence follow-up.
Audit renewal
Keep decision and source history connected.

Product map

Match each document job to the right TextMine surface

These guides can mention several products because enterprise document work rarely stops at extraction. Use this map to see how review, evidence, orchestration, records, rules, and system handoff fit together.

WorkbenchReview documents, compare files, ask questions, and produce source-aware outputs.VaultExtract document facts and keep every answer tied to source evidence and review state.WorkflowsRoute exceptions, approvals, evidence requests, remediation tasks, and handoffs.RecordsTurn approved findings into governed records for search, reporting, export, and sync.PlaybooksCodify policies, review criteria, templates, and acceptable positions.IntegrationsSend verified document context into agents, APIs, CRMs, ERPs, and compliance tools.

Map TextMine to your document workflow

Tell us what you are trying to review, extract, route, or report on. We will show which TextMine products fit your process, from Workbench and Vault through Workflows, Records, Playbooks, and Integrations.

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