Rockport CORE is commercial loan origination software and commercial asset management software built for the way institutional lenders work today. CORE centralizes your lending data, connects your teams, and gives you the accuracy, transparency, and control needed to manage loans from first touch through long-term servicing. With integrated Microsoft Excel® workflows and cloud-based reporting, CORE brings clarity and consistency to every stage of the lending process.
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.
All vendors say they want to be your partner. Rockport is unique in their approach as a true partner and team member. They’re engaged, responsive and their focus on ‘service after the sale’, not just getting you to signature, provides long-term value to W&D.
Rockport is a terrific partner, combining Commercial Real Estate acumen with technology excellence to deliver highly effective digital solutions.
I love it, but it's time to take things to the next level.
It was great while we were smaller, but it just doesn't scale or innovate like we hoped.
Track every deal from intake through approval with structured data and clear, consistent workflows.
Support underwriting decisions with validated data and consistent assumptions for reliable loan analysis.
Use commercial asset management tools to monitor performance, covenants, and exposure across your portfolio.
Manage closing tasks, required documentation, and post-close updates within one connected lending platform.
Review performance trends with dashboards, analytics, and export-ready reports that support better decisions.
Store loan files and property documents in one organized, searchable location for fast, reliable access.
Give external partners controlled access to specific data or deal to streamline reviews and collaboration.
Track risk ratings, covenant compliance, and portfolio trends with centralized, easy-to-use monitoring tools.
CORE is independently audited to SOC 2 Type II standards and runs on enterprise-grade infrastructure to support the needs of institutional lenders.
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.
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.
Manage loan origination, underwriting, and performance across long-term CRE portfolios.
Standardize lending workflows and evaluate portfolio performance using consistent, reliable data.
Standardize loan data and workflows to support accurate, securitization-ready submissions.
Review consistent loan packages and assess pool-level trends for informed evaluations.
Analyze standardized loan data to evaluate credit quality and underlying portfolio risk.
Centralize loan data and maintain compliance with detailed Fannie Mae requirements.
Track fast-moving deals and monitor performance through shorter lending cycles.
Rockport is guided by Rick Trepp, a proven CRE visionary, with a long-term approach built to support lenders for decades.
CORE is developed and maintained by professionals with deep CRE lending experience.
Clients consistently highlight Rockport’s responsive, knowledgeable support across every stage of adoption.
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.
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.
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.
Leading CRE institutions rely on CORE, strengthening the platform through scale and real-world experience.
CORE provides one source of truth for loan, property, and borrower data so every team works from consistent, reliable information.
CORE centralizes your lending data, keeps it clean through daily workflows, and delivers real-time reporting that supports faster, more confident decisions.
Gain a clear view of portfolio trends, exposure, and performance drivers to support stronger credit and risk decisions.
CORE links borrowers, sponsors, and guarantors across loans so you can see true exposure and make stronger credit decisions.
Track your deal pipeline with CRE-specific fields and workflows designed to capture the information lenders need for accurate reporting.
CORE reduces manual effort across teams by centralizing information and streamlining workflows so lending operations run more efficiently.
CORE connects with internal platforms and third-party providers to support modern, interoperable lending workflows.
Support long-term loan oversight, covenant tracking, and servicing workflows through connected systems that maintain data consistency.
CORE supports clear oversight with structured workflows and consistent data that help teams maintain lending discipline.
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.
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.
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.
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.
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.
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.
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.
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.
Implementation timelines vary by organization, but CORE is designed for structured onboarding with support from experienced implementation specialists who understand CRE lending workflows.