U.S. federal trademark · Serial No. 50025231
Software as a service (SAAS) services featuring software for use in the fields of credit administration, asset-based lending, and trade and commodity finance by banks, commercial lenders, and other financial institutions, namely, software for processing borrowing base certificates and collateral reports, monitoring loan covenant compliance, managing credit facilities, counterparties, collateral data, approval workflows, and user permissions, using artificial intelligence and machine learning, subject to human review and verification, to extract and classify data from loan documents, spread financial statements, calculate loan covenant results, and classify credit risk, maintaining audit trails, analyzing and reporting on commercial loan portfolios, generating credit facility and compliance documentation, and integrating data from third-party financial data sources and loan servicing systems.
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