What Scout Notebook is
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Start here
Five jobs and one of you — why the way you review a file lives in your head, and what changes when you write it down once.
Commercial loan document review
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Sample file · no borrower data
Tying a credit memo to the executed note, term by term — matches, clarifications, and what it flags when a document is missing.
CTR review against the filing rules
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Sample file · no borrower data
Forty-two fields against current FinCEN rules, each gap carrying its own citation — then the same review, run by anyone on the team, coming back identical.
Where borrower data goes
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For your security team
The two paths a document can take to a model, and why the inline one leaves nothing at rest outside the workstation. Built to be watched alongside the architecture page.
For people who build with Claude or Codex
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Sample file · no customer data
You wrote the script that ties a memo to a note, and it works — but only you can run it. The same logic as a recipe, published so anyone on the team runs it from a button and gets the same answer twice.
Scout Notebook on iPhone
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Sample file · no borrower data
The same assistants your institution curates, in your pocket — one thread each, notebooks that import from Files or an AirDrop from a colleague, and reports that still show the numbers behind them. Now in beta; ask your VisionFI team for access.