PRIORITY QUEUE
MONDAY · AUGUST 24
Good morning, Val.
Connecting data
PERSONAL OPERATING DESK
Plan the day around the work that matters most
Secure tasks load after sign-in.FOCUS 3
Highest-impact work now
Tasks will be ranked after secure sign-in.
PIPELINE & DEAL LINKING
Link Pipedrive deals to old NPLs and new loans
Keep every loan ID and committed amount separate while recording which old NPLs a Pipedrive opportunity resolves and which new Trius loans it creates.
How deal linking worksUse this when one Pipedrive deal connects an old NPL acquisition to one or more new Trius loans.
- 1Choose the Pipedrive deal cardPull open deals first if the opportunity is missing.
- 2Select the old NPL loan(s)These are the legacy loans being resolved.
- 3Select the new Trius loan(s)Assign the collateral, review, then save the relationship.
PIPEDRIVE DEAL REGISTER
Deal cards and linked loans
| Pipedrive deal card | Stage / close | Opportunity amount | Old NPL loan(s) | Resolved committed | Collateral | New Trius loan(s) | New committed |
|---|
SPECIAL ASSETS OPERATIONS · CAPITAL REPORTING
Capital Reporting Command Center
Choose the LMS Owner (capital facility), a custom closing horizon and operating risk. Trius consolidates current activity into a professional, editable capital update.
LIVE CAPITAL REGISTER
Current portfolio
Loading capital portfolio…
PROFESSIONAL CAPITAL UPDATE
Special Assets Ops draft
Recent frozen drafts
No drafts loaded.
B-NOTE MODELING
CAPITAL STRUCTURE · PRELIMINARY
B-note structuring workbench
Build a subordinate note separately from the senior A-note. Committed amounts, funded principal, accrued interest and payoff proceeds remain distinct.
VERSIONED UNDERWRITING · SOURCE-CONTROLLED
Pro Forma underwriting workbench
Model loan terms, product-level collateral, sources and uses, monthly draws and releases, liquidity, takeout capacity, risk, valuation and operating scenarios in one auditable record.
Start typing to search the full authorized portfolio.
CONTROLLED DECISION PATH
Draft underwriting model
Complete the model and save a version before submitting it for review.DURABLE MODEL HISTORY
Prior versions
VERSION COMPARISON
See what changed before making a decision
Select two saved versions to compare assumptions and decision outputs.
No versions loaded.
Reference architecture appliedOverview, Loan Calculations, Cash Flow, Liquidity, Risk, Valuation and multifamily takeout logic from the supplied model are now represented as browser-native controls. Macros and hidden source tables are not imported.
Select a loan or begin a standalone model.
MODEL COMPLETENESS
Preparing model checklist…
Required inputs, evidence and review controls are checked continuously.GOVERNED CREDIT · TRANSACTION · EXCEPTION DECISIONS
Credit & Transaction Approval Center
Assemble one source-controlled decision package, route it to named approvers, preserve every version and turn approval conditions into accountable My Day work.
Start typing to search the authorized portfolio.
No packageNo frozen version
1 Assemble2 Compare3 Route4 Decide5 Execute
NAMED DECISION RIGHTS
Approver matrix
Each required approver receives one accountable My Day review task when submitted.
No approvers assigned.
CONDITIONS OF APPROVAL
Obligations and evidence
Approved conditions become owned My Day tasks and remain open until satisfied or formally waived.
No approval conditions drafted.
RECORDED DECISION
Vote on the frozen package
You may decide only when you are a named approver. A rationale is required and cannot be edited after recording.
IMMUTABLE PACKAGE VERSIONS
Frozen submissions and decisions
No frozen package version.
ATTRIBUTED AUDIT TRAIL
Every governed event
No approval activity recorded.
LOAN COMMAND CENTER
Start typing to search the full portfolio.
Select loanOne operational view for decisions, conditions, connected systems and daily execution.
◎
Select a loan to begin
The decision summary and role-specific work queue will appear here.
ROLE-BASED FOCUS
What needs attention now
Select a loan.
DECISION & APPROVAL
Current recommendation
No committee request linked.
CLOSING READINESS
Open conditions
COLLATERAL & VALUATION
Property coverage
No collateral loaded.
CAPITAL & TRANSACTION
Financing relationships
No linked transaction.
EXTERNAL BORROWER INTELLIGENCE
Elementix sponsor profile
Select a loan to review its confirmed sponsor, entity and collateral matches.
INTERNAL ACTIVITY
Loan-level conversation
ELEMENTIX · CONFIRMED COUNTERPARTIES
Sponsor & Counterparty Command Center
Connect confirmed people, entities and properties across regular loans and NPL-origin financings. External intelligence remains separate from approved loan records and every source change stays auditable.
CONFIRMED IDENTITY REGISTER
Portfolio relationships
Loading confirmed Elementix identities…Only approved links will appear here.
SOURCE-CHANGE MONITORING
Review and route new intelligence
No source-change alerts loadedNew immutable profile snapshots will create reviewable differences here.
CONDITIONS CONTROL
Closing-readiness workspace
Turn parent-LMS conditions into owned daily work, overnight instructions and an auditable path to clearance.
CONDITION REGISTER
Loan requirements
Select a loan.
PORTFOLIO EXECUTION · EVIDENCE-BASED CONTROL
Closing Readiness
See which active loans are ready, at risk or blocked—and the milestone, condition or accountable task driving that status.
Not loaded
LIVE CONTROL REGISTER
Active closing portfolio
Loading closing evidence…
VALUATION CONTROL
Collateral evidence workspace
Keep appraisal, BOV, Foundry, Comp Grabber and internal conclusions separately sourced and dated.
SOURCE & CONCLUSION
Selected underwriting value
CREDIT METRICS
Value coverage
LTV measures identify their numerator. Historical values remain in valuation history and are never overwritten.
COMPARABLES
Comp review and exclusions
Import a Comp Grabber file or select an existing valuation.
PIPELINE OPERATIONS · 19 CONTROLLED MILESTONES
Portfolio Agenda
A manageable daily view of every active agenda loan. Track pod, direct, wholesale or Broker channel, planned closing, milestones and a durable operating note.
MANAGED LOAN ROSTER
Loading portfolio agenda…
Your filter and reading preferences are saved on this device.Loading portfolio agenda…
SECURE DISTRIBUTION · FROZEN RECORDS
Agenda Distribution Center
Publish pod-restricted or executive updates to named LOS users, preserve exactly what was shared, and track delivery, reading and acknowledgment.
AUTOMATED FOLLOW-UP
Checking your secure notifications…
Immediate delivery plus 24-hour and 48-hour acknowledgment reminders.PUBLICATION LEDGER
Secure updates
Loading secure updates…
Select an updateThe frozen loan snapshot and delivery record will appear here.
PORTFOLIO OPERATIONS · INDEPENDENT CONTROL
Audit & Controls Center
Review every loan, source import, workflow change, approval, overnight handoff, integration and access event from one attributed ledger.
READ-ONLY ATTRIBUTED LEDGER
Recent portfolio activity
Loading portfolio controls…
APPROVED DECISION → CONTROLLED FUNDING
Approval-to-Close Execution Center
Translate the frozen approval into owned closing work, compare final terms to the approved baseline, and enforce the LOS funding gate.
Search the authorized portfolio.
EXECUTION STATUSNo loan selectedNot loaded
FROZEN AUTHORITY
Approved terms vs. final terms
Choose a loan to compare terms.
This control confirms LOS readiness. It does not release a bank wire or replace required treasury authority.
SOURCE READINESS
Conditions, documents and treasury
Current source controls will appear here.
No term comparison loaded.
CROSS-FUNCTIONAL EXECUTION PLAN
Owned work and completion evidence
Choose an approved loan, then start execution.
FUNDING → CLEAN SERVICING BOARDING
Servicing & Asset Management Handoff
Create one versioned transfer package for regular originations and loans created from acquired NPL collateral.
Search the authorized portfolio.
HANDOFF STATUSNo loan selectedNo package
TRANSFER PACKAGE
Closing, collateral and lineage evidence
Choose a loan to assemble the transfer package.
OWNED BOARDING WORK
Checklist and My Day handoff
No servicing handoff selected.
PORTFOLIO SURVEILLANCE · OWNED RESPONSE
Portfolio Early-Warning Center
Detect closing, maturity, servicing, sponsor, condition, document and task risk—then assign and audit the response.
PRIORITIZED SIGNAL REGISTER
Active portfolio signals
Loading risk signals…
ONE PROFESSIONAL OPERATING NARRATIVE
Leadership Operating Brief
Turn current pipeline, approvals, closings, funding, servicing and early-warning activity into a frozen executive update.
Refresh sources to assemble the operating picture.
Every save preserves the source population, statistics, narrative, filters and author in effect at that moment.
FROZEN VERSION HISTORY
Prior operating briefs
No saved leadership briefs loaded.
TRIUS RESERVE · END-TO-END OPERATIONS
Operations Control Tower
One connected operating view from source health and NPL conversion through funding, document control, boarding, exceptions and leadership reporting.
Search instead of scrolling through the full portfolio.
CONTROL DATANot loaded
INTEGRATION & DATA RELIABILITY
Source health and failure visibility
Latest successful activity, volume, open exceptions and stale-source warnings.Loading integration controls…
NPL-TO-NEW-LOAN TRANSFORMATION
Source-to-successor financial lineage
Committed amounts, actual payoffs, acquired collateral relationships and successor facilities remain gross and separately identified.Loading acquisition transformations…
ROLE-BASED WORKFLOW ORCHESTRATION
Milestones that create owned work
Agenda, condition, stage and closing-window changes create one deduplicated My Day task, resolve the correct pod member by role, and escalate missed deadlines.AUTOMATION LIBRARY
Role and handoff rules
Loading automation rules…
EXECUTION MONITOR
Tasks, handoffs and escalations
No automation activity loaded.
TREASURY · FOUR-EYES CONTROL
Funding readiness
Sources and uses, verified instructions, independent callback, dual approval and condition readiness.PORTFOLIO FUNDING REGISTER
Upcoming and controlled fundings
No funding controls loaded.
CONTROLLED DOCUMENT ROOM
Evidence, versions and expirations
Document metadata and secure source links stay loan-scoped; no credentials or document binaries are exposed in the site bundle.DOCUMENT REGISTER
Authorized portfolio evidence
No controlled documents loaded.
POST-CLOSING & BOARDING
From funding through clean servicing handoff
Recorded documents, final title, insurance, boarding, capital reporting, first payment and trailing items.Select a loan aboveThe loan-specific post-close checklist will appear here.
EXCEPTION & ESCALATION ENGINE
Stalled work and conflicting data
Open import exceptions, overdue or blocked tasks, open conditions and expired documents—routable to a named user’s My Day.Loading exception controls…
LEADERSHIP PORTFOLIO COCKPIT
Decision-ready operating update
Forecast closing and funding activity, NPL conversion, source health, exceptions and team handoffs.Recent frozen briefs
No saved briefs loaded.
CONTROLLED SOURCE INTEGRATIONS
Tableau LMS read-only feed
Validate the approved Tableau connection, inspect the available LMS field map and preview source rows without changing Tableau or the official Trius loan record.
Read-only by design. The credential is held in encrypted server secrets, queries are restricted to approved fields, results are capped at 5,000 rows and no Tableau write operation exists.
LIVE SECURITY POSTURE
Production data controls
Administrator-only verification of database isolation, private document storage, authentication coverage and the server-only Tableau cache.
Checking controls
Server-only boundaryTableau snapshots, change history, documents and audit exports have no direct browser policies. Controlled Edge Functions must mediate future writes, signed downloads and daily synchronization.
Verified Pro controlsLoading the latest platform-protection verification.
SOURCE CONTRACT
Approved field map
Only fields discovered here can be requested by the Trius read-only adapter.
Run “Load field map” to confirm that your Tableau account has API Access to the selected data source.
LIVE SOURCE PREVIEW
Sample LMS records
A maximum of 25 rows is shown here. Previewing does not import or edit any record.
No Tableau rows have been requested in this session.