1
Built for the Long Term
We built our platform from the ground up. Sometimes the best stories are written when you discard your first attempt and start fresh but with all the experience you learned from Round 1. Go with a system you will never need to replace.
2
Owned & Driven by Rick Trepp
We are majority owned and led by a proven CRE visionary and built to last for decades. No short-term thinking here.
3
Used by the Best
We are used by some of the largest of firms. Serving them and their needs have battle-tested our products.
4
Microsoft Office Look and Feel
We built our system to have a familiar feel to help it feel comfortable and intuitive.
5
Time Savings
We know that just because the loan is done doesn’t mean that the work is done. Our system substantially reduces the personnel time required for the ongoing servicing and accounting of these loans.
6
Customer Service
We are regularly reported to have the best customer service in the industry. Why? Because we care about our clients.
7
Improves Employee Satisfaction
Our product is made to make your life easier and know that if you are successful, we are successful.
8
Complexity Comes Standard
We architected for complexity from the beginning. Unlimited everything – notes, terms, properties, buildings, investors, relationships. We challenge you to show us a loan we can’t handle correctly!
9
Complexity Only When Needed
As detailed as you need it to be or as simple as you want it to be.
10
Using our System Doesn’t Mean Losing Your Processes
Our system is highly client configurable.
11
Robust Reporting
We do it all, with 150 Accounting & Servicing Reports including NAIC, AVR/IMR/RBC, IRS, AmBest. On top of that, we layer a full, powerful client-driven report writer, grid exporter, and management dashboards.
12
Digital Transformation
In the modern world, you need to be making data-driven decisions. We give you all your data, in one place, comforted and cleaned through your day-to-day operations, with super powerful reporting and visualizations layered on top.
13
Data Accessible
We make available a databank with denormalized data for easy report generation.
14
Soc 1 Soc 2 Certified by Independent Auditors.
We take your data security as seriously as you do.
15
General Ledger Interface
We integrate with your General Ledger, of course.
16
Integration with Rockport CORE
An integrated loan origination, underwriting, closing, asset management, servicing, and accounting system is gold for a large company and drives enormous efficiencies & data-driven decisions.
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