Strategic Planning
AI-generated strategic recommendations and capital planning
AI Strategic Recommendations
Prioritized recommendations based on current liquidity, profitability, and risk profile
Liquidity
High
MSR Bulk Sale - $25M Portfolio
+$2.8M liquidity
-$180K annual servicing income
3-5 days
Dependencies:
2/3 complete
Profitability
High
OpEx Reduction - G&A Optimization
-$450K annual expense
+15 bps PMO
30-60 days
Dependencies:
1/3 complete
Risk
Medium
Warehouse Line Diversification
+$15M capacity
Reduce concentration risk
2-4 weeks
Dependencies:
1/3 complete
Capital Planning
Long-term capital allocation and stress scenario planning
Capital planning scenarios and projections coming soon...
TODO: Implement CapitalPlanningCard component