CRESFLO ADVISOR · BETA

Ask your portfolio anything

A built-in advisor answers plain-English questions about your own loans and shows its work — printing the exact criteria behind every answer. Advisory by design — it never changes your data, with every query logged.

WHAT YOU CAN ASK
“Which loans are overdue, and by how much?”
“What’s my exposure to a single borrower?”
“What’s the payoff on L-2026-0142 today?”
“What’s my weighted-average rate this quarter?”
It clarifies a vague question, then prints the exact criteria behind every answer — so you can trust the number.
Cresflo AdvisorBeta
Ask about your portfolio…
ANSWERS YOU CAN ACT ON

Not a chatbot — a report you can trust

Every answer comes with the exact formula and criteria behind it, and turns into a real report — export any result to CSV, Excel or PDF and take it straight to your accountant or your board.

The formula and filters are shown with every number
Export to CSV, Excel & PDF in one click
Great for tax time, board packs and audits
Weighted-average interest ratePORTFOLIO
9.86%
Σ(rate × current principal) ÷ Σ(current principal)
— skipping rows with 0, null or negative weight
CSVExcelPDF
Every query logged
A complete audit trail — every question asked and every answer given is recorded for your records.
It shows its work
Every answer prints the exact filters and criteria it used — no black box.
Advisory
It analyses and advises; it never changes your data. Every query is logged.
Need something you don't see here? We build around how you work — and we never say no.
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See it on your book

See Cresflo run your portfolio — live.

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