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.
Pricing
Start monitoring your sites this week
Month-to-month plans, cancel anytime. Every plan includes weekly satellite captures, AI change detection, and automated PDF reports.
Starter
For lenders and developers monitoring a single active project.
- 1 active site
- Weekly satellite captures
- Automated PDF reports
- Email support
Growth
For portfolios of 2–25 active loans or projects.
- Up to 25 sites
- Daily captures + alerts
- Branded reports + API
- Portfolio dashboard
Enterprise
For institutional lenders, funds, and insurers at scale.
- Unlimited sites
- SSO / SAML
- Dedicated CSM
- Custom SLAs
A traditional in-person draw inspection costs $1,200–$3,500. Satellite monitoring delivers weekly verification for a fraction of that — see the full pricing page for volume discounts.
