Rockport CORE

The commercial real estate platform for loan origination and asset management

Rockport CORE

The commercial real estate platform for loan origination and asset management
Why settle when you can have the best of both
Experts With Integrity
Analytical Problem Solvers

What is Rockport CORE?

Rockport CORE is commercial real estate loan origination software used by many of the industry’s leading CRE lenders. With more than two decades of development and over one trillion dollars in active, closed loans managed in the platform, CORE has become a trusted foundation for institutional lending and asset management.

CORE brings origination, underwriting, closing, and asset management together in one connected platform. Origination and credit teams track deals with clarity. Underwriters rely on integrated Excel models backed by consistent, structured data. Asset managers monitor performance and covenants long after closing. Leadership teams gain portfolio-wide visibility through reliable, up-to-date reporting.

Built for institutional workflows, CORE supports life companies, portfolio lenders, CMBS shops, B-piece buyers, and rating agencies with the configurability and depth required to manage complex CRE lending and asset management businesses.

Trusted by the strongest firms in the industry:

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Why are you on this page?

I'm using Excel and Word to run my business

I love it, but it's time to take things to the next level.

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I'm using an internally developed
solution

It was great while we were smaller, but it just doesn't scale or innovate like we hoped.

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I'm using a
different third-party system

and I'm looking for a better solution.

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Rockport CORE key features:

Loan Origination Workflow

Track every deal from intake through approval with structured data and clear, consistent workflows.

Underwriting Tools & Assumptions

Support underwriting decisions with validated data and consistent assumptions for reliable loan analysis.

Asset & Portfolio Management

Use commercial asset management tools to monitor performance, covenants, and exposure across your portfolio.

Closing & Post-Close Management

Manage closing tasks, required documentation, and post-close updates within one connected lending platform.

Reporting & Portfolio Insights

Review performance trends with dashboards, analytics, and export-ready reports that support better decisions.

Document
& Data Management

Store loan files and property documents in one organized, searchable location for fast, reliable access.

Third-Party Access & Permissions

Give external partners controlled access to specific data or deal to streamline reviews and collaboration.

Covenant
& Risk Monitoring

Track risk ratings, covenant compliance, and portfolio trends with centralized, easy-to-use monitoring tools.

What sets CORE apart:

Technology & Security
Technology & Security

CORE is independently audited to SOC 2 Type II standards and runs on enterprise-grade infrastructure to support the needs of institutional lenders.

Integrated Excel
Integrated Excel

CORE is the only platform with true bi-directional Excel integration, allowing teams to use their existing models while keeping all data connected in one system.

Highly Configurable
Highly Configurable

CORE adapts to your lending process through configurable screens, fields, and workflows that match how your teams already operate. Using our system doesn't mean losing your processes.

Recommended reading:

Who uses Rockport CORE:

Insurance Companies

Manage loan origination, underwriting, and performance across long-term CRE portfolios.

Portfolio Lenders

Standardize lending workflows and evaluate portfolio performance using consistent, reliable data.

Conduit Lenders

Standardize loan data and workflows to support accurate, securitization-ready submissions.

B Piece Buyers

Review consistent loan packages and assess pool-level trends for informed evaluations.

Rating Agencies

Analyze standardized loan data to evaluate credit quality and underlying portfolio risk.

GSE
Lenders

Centralize loan data and maintain compliance with detailed Fannie Mae requirements.

Bridge Lenders

Track fast-moving deals and monitor performance through shorter lending cycles.

More reasons our clients stay with CORE:

Click through each circle to learn more
1

Owned & led by Rick Trepp

Rockport is guided by Rick Trepp, a proven CRE visionary, with a long-term approach built to support lenders for decades.

2

Built by real estate people

CORE is developed and maintained by professionals with deep CRE lending experience.

3

Customer service

Clients consistently highlight Rockport’s responsive, knowledgeable support across every stage of adoption.

4

Full life of loan

CORE supports the lending lifecycle from pipeline through asset management, with underwriting valuation available through VAL integration and servicing and accounting extended through ACT integration.

5

Securitization workflow support

With Rick’s experience founding Trepp® and supporting conduits for over 20 years, CORE is widely regarded as the go-to system for conduit lending and securitization workflows.

6

Experienced with GSE requirements

Supporting Fannie Mae’s DUS Disclose®, DUS Insights®, and DUS 360 has built deep GSE expertise into CORE and demonstrated our ability to manage complex loan workflows at scale.

7

Large community of users

Leading CRE institutions rely on CORE, strengthening the platform through scale and real-world experience.

8

Centralized system of record

CORE provides one source of truth for loan, property, and borrower data so every team works from consistent, reliable information.

9

Digital transformation

CORE centralizes your lending data, keeps it clean through daily workflows, and delivers real-time reporting that supports faster, more confident decisions.

10

Portfolio visibility

Gain a clear view of portfolio trends, exposure, and performance drivers to support stronger credit and risk decisions.

11

Borrower & sponsor insights

CORE links borrowers, sponsors, and guarantors across loans so you can see true exposure and make stronger credit decisions.

12

Pipeline management

Track your deal pipeline with CRE-specific fields and workflows designed to capture the information lenders need for accurate reporting.

13

Efficiency at scale

CORE reduces manual effort across teams by centralizing information and streamlining workflows so lending operations run more efficiently.

14

Integration with other systems

CORE connects with internal platforms and third-party providers to support modern, interoperable lending workflows.

15

Ongoing workflow continuity

Support long-term loan oversight, covenant tracking, and servicing workflows through connected systems that maintain data consistency.

16

Governance & oversight

CORE supports clear oversight with structured workflows and consistent data that help teams maintain lending discipline.

Your CORE questions, answered

What is Rockport CORE and who is it for?

Rockport CORE is a commercial loan origination and asset management platform built for commercial real estate lenders. It is used by insurance companies, portfolio lenders, conduit lenders, GSE lenders, bridge/transitional lenders, B-piece buyers, and rating agencies to manage loans across the full CRE lifecycle.

What does Rockport CORE do?

CORE supports the full lending lifecycle, including pipeline management, origination, underwriting, closing, and ongoing asset management. It centralizes loan, property, borrower, and portfolio data so teams can work from a single, consistent system.

Does Rockport CORE include asset management?

Yes. Asset management is a core part of Rockport CORE. Lenders use CORE to monitor loan performance, track covenants, manage borrower requests, and maintain oversight throughout the life of the loan.

What is the difference between Rockport CORE and Rockport ACT?

Rockport CORE manages loan origination, underwriting, closing, and asset management. Rockport ACT is a separate platform focused on loan servicing and accounting. Many clients use CORE and ACT together to support the full life of loan from origination through servicing, but each product can also be used independently.

How does Rockport CORE support underwriting and valuation?

Rockport CORE supports underwriting by managing loan data, assumptions, and workflows, and it integrates directly with Rockport VAL for valuation and cash flow modeling. Together, CORE and VAL allow underwriting teams to evaluate risk, model scenarios, and maintain a consistent source of truth.

How does Rockport CORE support different types of CRE lenders?

CORE is configurable to support different lending models, including portfolio lending, conduit lending, GSE lending, and bridge lending. Its flexible data model and workflows allow institutions to adapt the platform to their specific credit policies and processes.

Can Rockport CORE integrate with other systems?

Yes. CORE is designed to integrate with internal systems and third-party platforms commonly used by CRE lenders. This allows teams to reduce duplicate data entry and maintain consistency across their technology stack.

How does Rockport CORE support securitization workflows?

CORE structures loan data to support conduit lending and securitization requirements. Built on decades of industry experience, including Rick Trepp’s work supporting conduits, CORE helps lenders prepare consistent, securitization-ready loan information.

How quickly can a team get up and running with CORE?

Implementation timelines vary by organization, but CORE is designed for structured onboarding with support from experienced implementation specialists who understand CRE lending workflows.

Start using Rockport CORE to see how it increases your employee retention digital transformation efficiency data-driven decisioning