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Commercial Real Estate Lending, Asset Management, and Surveillance Solution
The Convergence of Institutional Knowledge and Market Data
A Solution Created byIndustry Leaders Trepp and Rockport
Trepp, the recognized industry standard provider of CMBS analytics, and Rockport, the leading provider of CRE mortgage lending and
asset management software, have launched a joint venture, TreppPort, to deliver a robust end-to-end lending, surveillance and risk
management web-based platform. TreppPort’s platform leverages two solid foundations to assess an institution’s entire commercial real
estate (CRE) exposure, whether in the form of on-book senior loans, mezzanine debt, CMBS bonds or CRE equity.
Centralized Database
Organize and manage internal information side-by-side with market data, such as Trepp’s extensive universe of data, updated daily. The 4,000 �eld relational database application means users can experience the satisfaction of having their CRE information organized and in one place. An integrated document repository enables information and critical documents to be stored together in a centrally accessed location.
Linked Excel Underwriting Model
Leverage the power of a fully integrated Excel underwriting model. The unique two-way synchronization between the model and the TreppPort database application lets clients work in their comfort zone – Excel. Underwrite loans under CMBS in the model seamlessly prepopulated and updated with Trepp’s Property Financial File. Size and underwrite new originations, including extensive rent roll and TI/LC and cash �ow analysis; update property �nancials and re-underwrite as loans season.
Robust Reporting
Quickly produce ready-made, ad-hoc and custom reports that analyze investments at the pool level or drill into loan and property details. TreppPort’s reporting engine includes a library of pre-built reports and an ad hoc report writer to query the database on demand to gauge potential exposure to unique events. Clients can customize the look and brand of their reports for consistency.
Loan Analysis and Property Valuation
Save time and reduce the complexity in analyzing and valuing CRE assets. By supplementing the underwriting model’s direct capitalization and discounted cash �ow approaches with comparable property data from Trepp and your internal portfolio, users have access to the data they need to evaluate their assets and make fully informed decisions.
Third-Party Data Integration
By enabling seamless integration of third-party and external data feeds into the platform, TreppPort enables comprehensive, timely analysis. In addition to Trepp CMBS data, which is updated every 24 hours, clients can easily import data feeds from external data providers and servicing systems.
Software as a Service Delivery
Reduce the time-to-value with TreppPort’s software as a service (SaaS) delivery model. TreppPort’s on-demand delivery eliminates the disruption and cost of implementing software. Clients are freed from dealing with day-to-day system maintenance and opera-tional issues. New enhancements and functionality are added seamlessly to the environ-ment, so clients focus on running their business.
Status Notifications
Stay informed when a loan changes status, whether ‘approved by committee’ or ‘watchlist’ or ‘transfer to special servicing.’ E-mail noti�cations keep clients on top of changes in their portfolio as they happen.
Audit Tracking and Secure Hosting
Preserve data integrity with a full audit trail in a securely hosted SSAE 16/SOC1 certi�ed data center and geographically dispersed and certi�ed backup. With �nancial �rms requiring 24-by-7 availability, TreppPort provides the processes, systems and certi�ed technicians to maintain the highest standards.
TreppPort MANAGING RISK WITH END-TO-END COMMERCIAL REAL ESTATE ANALYSIS
TreppPort DELIVERS FEATURES THAT TRANSLATE INTO SPEED, EFFICIENCY AND MANAGED RISK
The Solution for a Variety of CRE Firms
The TreppPort web-based solution enables CRE lenders, asset managers and investors to manage their CRE businesses from a single, centralized database application to maximize e�ciency, transparency and data integrity. From a user-friendly customizable interface, clients have access to their full set of CRE information to better underwrite, value and analyze loans and properties held on-book or under bonds to identify areas of concern. TreppPort uniquely enables the integration of client information, market data and an underwriting model that lets clients “live” in the same model throughout the life of the loan, reducing costly redundancy and risk.
• Risk Reporting • Credit Analysis • Customer and Regulatory Reporting
TreppPort Identifies CRE Exposure to Facilitate:
Underwrite, analyze and report on CRE investments including loans in the pipeline, properties under bonds, on-book loans, and REO.
Institutional Lenders andInvestors
Determine how changes in credit at the deal, bond, loan and property levels impact the portfolio, and update �nancials on an ongoing basis within one model.
CMBS Surveillance andAsset Managers
Perform timely upfront due diligence and analyze and monitor deals over time.
B-Piece Investors
Underwrite and manage loans throughout the origination, funding and securitization process.
Analyze, manage, and report your CRE portfolio in a single platform for maximum transparency and e�ciency.
Detect and report credit deterioration earlier and re-underwrite in the same model as �nancials are updated.
Reduce time needed to identify, understand and report risk by working in the same platform throughout the life of the deal.
Seamless, integrated process for e�ective pipeline management, loan sizing and underwriting, closing and reporting.
Portfolio andConduit Lenders
C L I E N T T Y P E N E E D B E N E F I T
About Rockport
Rockport, founded over a decade ago by Rick Trepp, is the recog-nized industry standard provider of a SaaS solution for commercial mortgage loan origination, under-writing, securitization and asset management software. Rockport provides a securely hosted, con�g-urable o�-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 perfor-mance 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 and REO.For more information, visit www.therockportgroup.com.
About Trepp
Trepp, LLC, also founded by Rick Trepp in 1979, is the leading provider of information, analytics and technology to the CMBS, commercial real estate and bank-ing markets. Trepp provides prima-ry and secondary market partici-pants with the web-based tools and insight they need to increase their operational e�ciencies, information transparency and investment performance. From its o�ces in New York, San Francisco and London, Trepp serves its clients with products and services to support trading, research, risk management, surveillance and portfolio management. Trepp is wholly-owned by DMG Informa-tion, the information publishing division of the Daily Mail and General Trust (DMGT). For more information, visit www.Trepp.com.
New York212.754.1010
San Francisco510.893.1760 London+44 (0)20.7621.2075
TreppPort, LLC, 477 Madison Avenue, 18th Floor, New York, NY 10022 • (212)754-1010 • [email protected] • www.TreppPort.com
