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How to track guarantor and security obligations across loan files?

Create a source-backed view of guarantees, security providers, recourse limits, release conditions, and required corporate approvals.

Explore Records

Centralize guarantee and security evidence

Guarantees and security support may sit in multiple agreements, side letters, board minutes, certificates, and amendments. TextMine extracts who provides support, what is covered, limits, conditions, and release mechanics.

An illustration of data being extracted from documents

Understand the effective credit support

Records can store guarantor names, guarantee type, capped amount, secured obligations, asset scope, governing law, and evidence status for easy comparison across facilities.

an illustration of documents

Route missing approvals

Workflows can flag absent signatures, missing authority evidence, outdated certificates, or terms that require legal review.

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

Make portfolio reporting easier

Credit teams can report support coverage by borrower, facility, jurisdiction, guarantor, and risk grade with direct source links.

Capture parties
Extract guarantors, chargors, obligors, and security providers.
Identify limits
Track caps, exclusions, recourse limits, and release triggers.
Link approvals
Connect board minutes, certificates, and authority evidence.
Flag gaps
Find missing signatures, expired evidence, and inconsistent terms.
Store support data
Create records for approved guarantee and security positions.
Route review
Assign legal and credit exceptions to owners.
Report coverage
Compare effective support across the portfolio.
Capture parties
Extract guarantors, chargors, obligors, and security providers.
Identify limits
Track caps, exclusions, recourse limits, and release triggers.
Link approvals
Connect board minutes, certificates, and authority evidence.
Flag gaps
Find missing signatures, expired evidence, and inconsistent terms.
Store support data
Create records for approved guarantee and security positions.
Route review
Assign legal and credit exceptions to owners.
Report coverage
Compare effective support across the portfolio.

Make portfolio reporting easier

Credit teams can report support coverage by borrower, facility, jurisdiction, guarantor, and risk grade with direct source links.

Capture parties
Extract guarantors, chargors, obligors, and security providers.
Identify limits
Track caps, exclusions, recourse limits, and release triggers.
Link approvals
Connect board minutes, certificates, and authority evidence.
Flag gaps
Find missing signatures, expired evidence, and inconsistent terms.
Store support data
Create records for approved guarantee and security positions.
Route review
Assign legal and credit exceptions to owners.
Report coverage
Compare effective support across the portfolio.
Capture parties
Extract guarantors, chargors, obligors, and security providers.
Identify limits
Track caps, exclusions, recourse limits, and release triggers.
Link approvals
Connect board minutes, certificates, and authority evidence.
Flag gaps
Find missing signatures, expired evidence, and inconsistent terms.
Store support data
Create records for approved guarantee and security positions.
Route review
Assign legal and credit exceptions to owners.
Report coverage
Compare effective support across the portfolio.

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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