residential lending and asset management …most critical. role-based screens means more...

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Residential Lending and Asset Management Solution for Investor-Owned Properties www.therockportgroup.com/sfr &

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Page 1: Residential Lending and Asset Management …most critical. Role-based screens means more productivity and fewer errors. Both systems are constantly optimized based on how you work

Residential Lending and Asset ManagementSolution for Investor-Owned Properties

www.therockportgroup.com/sfr

&

Page 2: Residential Lending and Asset Management …most critical. Role-based screens means more productivity and fewer errors. Both systems are constantly optimized based on how you work

Complete transaction lifecycle oversight for investor-owned residential lending and asset management.Rockport and Precise Real Estate Solutions (PRES) have established an end-to-end solution for the investor-owned residential lending and asset management industry that marries the underwriting, analytics and reporting capabilities of Rockport with the advanced document management and work�ow functionality of PRES. This integrated system improves ef�ciency at all stages of the lending and surveillance process, seamlessly supporting term loans, acquisition lines and �x-and-�ip products.

From Loan Origination to Asset Management, andeverything in between.Rockport provides extensive pipeline analysis capabilities for lenders to manage deal �ow, identify key statistics and generate investment memorandums. The integration of PRES allows lenders to obtain required documents from borrowers and third party providers, verify all required tasks and data points and achieve real-time visibility into the underlying data supporting the analytics and reporting. The coupling of these two systems yields a single point of data entry facilitating the analysis and management of the entire transaction process.

Both Rockport and PRES were founded by industry veteranswho are pioneers in their respective segments.

Rockport is based on decades of knowledge and experience. In fact, the �rst residential collateralized mortgage obligation (CMO) information service was created in 1986 by the founder of Rockport as part of an industry initiative. PRES is based on over 15 years of operational and borrowing experience in the residential real estate industry and over 15 years of robust document management technologies.

Knowledge and ExperienceCustomized work�ow and automation tools to input, verify, analyze and report on your data enable you to work smarter and more effectively than ever before. The robust functionality of the system signi�cantly reduces the entire approval process and reduces your risk by ensuring the analysis of consistent, veri�able data.

Streamlined Process

Veri�ed, centralized data is what makes your analysis and reporting meaningful. All this leads to better oversight of your assets, and therefore better decisions.

Better Data, Better DecisionsYou’re a lender, not a software engineer. The cost of a subscription is a fraction of the cost of building and maintaining your own system. Plus, what you get with this integrated solution is more powerful and feature-rich.

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Page 3: Residential Lending and Asset Management …most critical. Role-based screens means more productivity and fewer errors. Both systems are constantly optimized based on how you work

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Visibility from any angle.

Direct Data Entry into System

Pipeline Management

Work�ow-Based Underwriting

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Transaction Status Reporting

3rd Party Data Ordering

BPO Management

Borrower/Portfolio Analysis

Analytics & Business Intelligence

Reporting

Document Management

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Page 4: Residential Lending and Asset Management …most critical. Role-based screens means more productivity and fewer errors. Both systems are constantly optimized based on how you work

Rockport and PRES deliver integrated features that translate into speed, e�ciency and managed risk.

Intuitive and Customizable User InterfaceFrom the moment you log in to the platform, your personalized home page displays the transactions most relevant to you and your operational dashboards give you immediate access to the information you deem most critical. Role-based screens means more productivity and fewer errors. Both systems are constantly optimized based on how you work.

Robust ReportingThe system includes a robust reporting engine with a library of pre-built reports, charts and an ad hoc report writer to query the database on demand. We regularly build reports to client speci�cations with quick turnaround. Our customized reports give you everything you need to analyze relevant information and present it in a consistent, polished format. You can also schedule standard reports to automatically run and be distributed to your team on desired days and times.

Linked Excel Underwriting ModelLeverage the power of a fully integrated Excel underwriting model. The unique two-way synchronization between the model and the Rockport system lets clients work in their comfort zone – Excel. Rockport's model provides the features you need for each step of the sizing, underwriting, valuation and loan monitoring processes, including sizing to Debt Yield, DSCR and LTV. And it’s powerful enough to handle complex deals such as pari-passu, senior-subordinate structures and multi-property loans.

Centralized DatabaseThe combined system is a web-based application that allows your team to store and access a common set of data and documents in one place from anywhere you have an internet connection. A single point of entry provides convenient data transparency and consistency, eliminating the risk of error from duplicate data input and giving you con�dence that you are always working with the most up-to-date, veri�ed data.

Audit Tracking and Secure HostingPreserve data integrity with a full audit trail in a securely hosted SSAE 16/SOC1 certi�ed data center with geographically dispersed and certi�ed backup. Since the platform is “Software as a Service” (SaaS) solution, enhancements and functionality are added seamlessly to the environment by our developers without any effort by you or your team.

Custom Workflow and Management of Third Party CommunicationsYou can customize your own work�ow and create task-based approval requirements within the system for both internal users as well as borrowers and third party providers. By permitting borrowers and third party providers to participate in the centralized work�ow process, you signi�cantly reduce the time it takes to aggregate and analyze the data – resulting in a much more ef�cient decision-making process.

Seamless Data Imports and ExportsData transfers made easy. Import and export between your internal systems, Rockport and other third party systems, whether on-demand or via scheduled delivery. Get up and running and know that your data can be aggregated, veri�ed and delivered when, where and how you need it.

Automated Document Management and VerificationUtilizing an intelligent upload technology, the platform streamlines and automates data collection from borrowers and third party service providers based on your own rule-based speci�cations. Our veri�cation and approval of documents/data via your business’ customized work�ow process provides tracking and audit trails of all users. This ensures that you can rely on the accuracy of the data you need to analyze.

Page 5: Residential Lending and Asset Management …most critical. Role-based screens means more productivity and fewer errors. Both systems are constantly optimized based on how you work

About RockportRockport, founded over a decade ago by Rick Trepp, is the recognized industry

leading provider of a Software as a Service (SaaS) solution for commercial mortgage

loan origination, underwriting, securitization and asset management. Rockport

provides a securely hosted, con�gurable off-the-shelf system that provides a robust

infrastructure and analytical toolset for loan sizing and underwriting, pipeline

tracking, loan and portfolio-level reporting and analysis, and performance tracking.

Today the platform is widely used by banks, funds and life companies for the

origination, securitization and asset management of performing and non-performing

loans, REO and investor-owned, single family properties.

For more information, visit www.therockportgroup.com.

About Precise RESPrecise Real Estate Solutions (PRES) delivers enterprise level, automated document

management solutions for the real estate industry. The platform is comprised of

many features and services, speci�cally designed to support residential lending and

asset management. The core of this customized work�ow document management

system has been developed over the last 15 years. The secure cloud-based

platform makes the collaboration and management of documents simple and

ef�cient. Our integration with third party vendors provides our customers with

access to automated valuations, data veri�cation, and other services related to

residential lending and asset management transactions. Dashboard reporting and

business intelligence provide user-level visibility to all stakeholders.

For more information, visit www.preciseres.com.

The Rockport Group

477 Madison Avenue, 18th Floor

New York, NY 10022

(212) 482-8580

[email protected]

www.therockportgroup.com

Precise Real Estate Solutions

11726 San Vicente Blvd, Suite 415

Los Angeles, CA 90049

(800) 670-6153

[email protected]

www.preciseres.com