Lending Process

Run the controls, not the spreadsheet.

Execute the risk logic built at origination. Every covenant, every EWI, every Risk Hypothesis becomes a live monitoring obligation. Deterioration triggers calibrated response. Calibrated response, not panic. Not ad-hoc workouts.

In this phase

From live facility to early action.

Five activities. Continuous through the life of the facility, with monthly desktop reviews and quarterly analytical sweeps. The output is an early warning that flags deterioration before it becomes a loss.

01

Loan-level monitoring

Every indicator traces to a hypothesis

02

Portfolio EWI aggregation

Loan signals lifted to book-level patterns

03

Recovery ladder execution

Calibrated response, not panic

04

Watchlist management

Inflows, outflows, reason codes tracked

05

Escalation governance

Decision rights and escalation log

Try it

Three minutes inside the triage.

Monitoring is judgement, not data extraction. Seven signals from three live facilities. Classify each as noise, trend, or risk. Pick the Recovery Ladder rung. Q-Lana reveals the practitioner view after each one.

Interactive preview

EWI Triage Simulator

Seven signals from three live facilities. Classify each as noise, trend, or risk. Pick the Recovery Ladder rung. Q-Lana reveals the practitioner view after each one with reasoning and a cross-phase trace back to the originating hypothesis.

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Working preview · Seven signals across three live facilities
The toolkit

The toolkit

Five tools turn live facilities into anticipatory action. Each is built from decades of advisory work where the workout always cost more than the warning. We help you pick the ones that fit your process.

Tool 01

Loan-Level Monitoring Sheet

Five-section template: client info, visit schedule, performance indicators with RAG coding, behavioral observations, action log. Every indicator traces back to a Phase 3 covenant or EWI.

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Tool 02

Portfolio EWI Dashboard

Excel-based portfolio-level visibility. EWI Pressure Index. Watchlist inflows and outflows. Sector hotspots. Lifts loan-by-loan signals into book-level pattern recognition.

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Tool 03

Early Warning Note

Eight-section, one-page format. Forces the analyst to state the signal, classify noise vs. trend vs. risk, reference the Risk Hypothesis it touches, and recommend a Recovery Ladder rung.

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Tool 04

Recovery Ladder, Corrective Action Plan, Escalation Log

Four-rung response framework: Green, Amber, Red, Special Servicing. Tabular CAP with owner, timeline, measure. Escalation Log with risk level and decision rights. Replaces ad-hoc workouts with proportionate response.

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Tool 05

Monitoring Cadence Stack

Five-layer review architecture: continuous event-based, monthly desktop, quarterly analytical, annual comprehensive, ad-hoc trigger. Each layer carries its own deliverable.

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The principle

Q-Lana on monitoring

Good monitoring is calibrated response, not panic. Every signal is noise until proven otherwise, every breach has a defined rung, every escalation has an owner. When deterioration is caught early and handled by rule, there are no surprises at the committee table.

Christian Ruehmer, Co-Founder, Q-Lana

Why this matters

Calibrated response, not panic.

Every signal is noise until proven otherwise. Every covenant breach is calibrated. Every escalation has a defined rung and a defined owner. Monitoring is where the structuring discipline pays off, every week, every month, across the book. The work done at Phases 2 and 3 lives or dies here.

For Portfolio Risk Managers and credit operations leaders

Show us a watchlist meeting. We'll classify the signals.

Forty-five minutes. We sit through your Monday watchlist meeting and show you which signals were noise, which were trend, and which would have triggered a Recovery Ladder rung.

Q-Lana Weekly

One newsletter. Five lenses. In your inbox every week.

Curated news with practitioner commentary. One Deep Dive in rotation. One applied tool. Read in fifteen minutes. Used the same week.

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