Building a portfolio dashboard for 200+ construction loans

Meridian Capital manages a $1.4B construction loan portfolio across 14 states. Before Terra Trace IQ, their weekly review meant compiling status updates from 200+ borrowers, cross-checking inspector reports, and chasing missing documentation.

The portfolio dashboard collapsed that workflow into a single map view. Each project is color-coded by progress velocity — green is on-pace, yellow is slipping, red has stalled.

Automated milestone alerts surface the projects that need attention before the weekly meeting. The team now spends 45 minutes reviewing exceptions instead of 12 hours triaging the entire book.

The downstream effect: faster draw approvals on healthy projects, earlier intervention on troubled ones, and a happier borrower base.