📖 Today’s lesson
Lesson 20: Extraction beats re-reading.
You don’t re-read the loan agreement; you query it. Covenants, ratios, reporting deadlines, cure periods — surgical extraction into a monitoring table.
Why this matters: A tripped covenant nobody was watching can call a loan. Extraction turns a 40-page credit agreement into a quarterly compliance checklist in one prompt — an advisory service most small clients have never been offered.