Lending, valuation, servicing, accounting, budgeting, and asset management.
In commercial real estate debt and equity, the challenge is not only moving a deal forward, but ensuring the right data and decisions move with it. Rockport has been making that possible for decades. From origination and underwriting to closing, servicing, asset management, and portfolio oversight. Rockport powers and connects commercial real estate debt and equity workflows through a single source of truth. Where data is entered once and flows clearly and consistently wherever it is needed. Whether a deal moves forward, shifts direction, or enters a new phase, Rockport keeps everything connected. While Rockport tools can operate independently, their real strength comes from working together as one connected system that unifies workflows across the CRE ecosystem, something no other company offers commercial real estate professionals. It eliminates data siloed in c drives, duplicated information across multiple spreadsheets, the uncertainty of data that is not 100% defensible, and the friction caused by disconnected workflows. One trusted foundation, one connected system of tools. Your data, infrastructure, and workflows working together as one, giving you greater control across your entire commercial real estate ecosystem. Rockport does more than you think.
Rockport CORE handles origination, underwriting, closing and asset management in one system. Nothing is re-keyed between stages, and nothing lives only in a spreadsheet one person maintains.

DCF and direct cap across every property type, with an Excel add-in and unlimited scenarios. Appraisers deliver models with confidence, lenders validate assumptions with full visibility, and investors test scenarios across the portfolio, all in one secure, cloud-based workflow.

Rockport ACT handles servicing and accounting across GAAP, STAT, IFRS, TAX, MGMT and PGAAP, with general ledger interfaces built in. Same loan record as Rockport CORE, so servicing is not rebuilding the deal origination already booked.

Rockport AG is built for the loan structures and servicing rules agricultural lenders actually work with, rather than a general commercial system with the fields renamed.

Budgets and reforecasts that sync daily with Yardi®, MRI® and JD Edwards. Overlay actuals without rebuilding the model, and let property managers, leasing, asset management and accounting work in the same budget at once, with no per-user cost.

Rockport ENGINE exposes Rockport's CRE calculation logic through an API, so your platform runs the same maths Rockport's clients rely on. Nobody moves off the system they already use, and nobody rebuilds the model.

"Rockport is a terrific partner, combining Commercial Real Estate acumen with technology excellence to deliver highly effective digital solutions."
"When we asked them to build out additional functionality, they delivered on time and as promised."
"Their focus on 'service after the sale', not just getting you to signature, provides long-term value to W&D."
"We had a technology need, and the demo was outstanding, it was the best thing I had seen and it fit our solution, and once they got it set up, it never failed. They said they could do it, and they did it"
My name is Scott Buckler, Managing Director at Walker and Dunlop. I wear many hats with the company, but mostly I try to take data and package it in a certain way to help our producers bring value to their clients. And to that end, in my journey, we've crossed paths with Rockport. So we had a technology need in 2013. I came in, told them what I was looking for. I think a few days later, put together a demo and the demo was outstanding. It was the best thing I had seen and it fit our solution. The solution we needed, needed to interact with our CRM platform. And once they got it set up, it never failed. They said they could do it and they did it. In our industry, commercial real estate industry, everyone knows the Trepp name. It really is synonymous with integrity, synonymous with performance, and excellence and knowing Rick and Will Trepp, both personally and professionally, has been one of the great pleasures of my life. We've been a client of them and vice versa since 2013. I would say Rockport differentiates itself because it's a relationship. They know commercial real estate forwards and backwards, and when you layer over the technology side, which is their specialty, it's very powerful. And they keep up with technology. Technology replaces technology. If they were just static in what their products are, they wouldn't have a company. You've got to fight every day to keep up with technology, and they do. I knew then that this was going to be an excellent partner.
Rockport's systems work on their own and work better together. Most firms start with one, keep the platforms they already have, and connect the rest as it makes sense.
Nothing here requires a suite decision. Every system is bought and run on its own.
APIs and integrations, not a rip-and-replace program.
Rockport keeps a full audit record, so when a regulator or auditor asks how a number was reached, the answer is already there.
Rick Trepp, founder of Trepp and Rockport, has spent four decades building the systems commercial real estate finance depends on.
Rockport has been self funded, then generated from revenues that we're producing within the various businesses that we built, so we funded ourselves. Yeah. And did that from day one. I actually remember there are cubes that you guys built for us right at the beginning. I think Will and I or Rick and I constructed the first first office. Yes. We did that ourselves. We took a sledgehammer to the walls and knocked them down and went from there. So we're entrepreneurs. Yeah. I mean, I think I think we've upgraded since then. But we we measure in terrace size. We we started off with this little little thing out a window that we could stand outside, and we went down to our four seventy seven, which had a nice wraparound terrace, very narrow, to our pictures that you can see. We kind of like where we are. The short answer, we have believed in self funding. Talked earlier about the moral obligation between us and employees. Many times when you bring in capital, external capital, it allows you to grow much quicker. But also the flip side of that is in a downturn, and we've like I said, we've been through three downturns. The immediate reaction is if you brought that capital, their advice to you is to cut. Cut people fast. And we don't believe in that. I think what we're trying to balance is how do we scale to meet more needs, but keep our soul, keep the DNA of what we're delivering to clients. I think that that's a pitfall that we've seen in the technology landscape, which is you know, growing too quick, being able to kind of get the next round of clients, but lose what value you add, and then become an organization that clients don't want to use. I mean, think there's always been the build versus buy discussion in the market. I think that that hasn't gone away. I think there are perceptions that, oh, with all this technology, AWS, we can just implement our own system and just get it done. I think that we find that they end up coming to us and saying, Hey, can you rewrite what we built quickly because we thought we could just do it? Technology changes and is perceived as easier to use, how do you show clients that the devil's in the details? The data matters, how you interact with it. Well, your job classically is you think ten years ahead, and we have to catch up with those ideas. Like I said earlier, he's a visionary, and visionaries look very far in the future. I think we're just getting to some of the visions that you had twenty years ago. Unfortunately, that is totally true. But I think we've done it in a way where we are really providing that value to the clients and we're not just quickly building features that seem like they fix the problem, but in the end just create a mess for clients. I think that's a lot of that we combat with other systems our clients use is that this sort of looked like it did what we needed, but in the end of the day, we did all the work outside the system, not in the system. Many of our clients will, particularly corporations that we compete against, will go outside and hire hire consultants to come in and do surveys and figure out what the market is. We don't we don't I don't think we've ever gone out for a survey because we have an understanding. People we have have in-depth market knowledge, and we look at and analyze what is needed. We don't do the surveys. But then on the flip side, we've got to build it, and it's not always easy. That's another thing that we do, which is I think it's an art. It's something that we've had to develop over the years, which is really trying to get to the base needs, not wants. Because I think those wants create inefficient systems, create a lot of pain long term. So converting those and synthesizing those into what does the business truly need in accomplishing that. In my mind, and as Will said, growing up, there was one thing that was important, and that was integrity. So to me, it means everything. I think it's also why we've had people stay here a very long time because we do what we say. And I think that that works internally. I think it is also something that when we go to clients and we say, we can do this, we can help you, We stand behind that. Yeah. My my simplistic view is people do not listen to what you say. They listen to what you do, and the integrity makes that easy. What we're doing with the camaraderie we've got and what we're capable of doing, I think we barely scratched the surface. If I look at where we are today versus where I've been any time in the the last forty years, the opportunity sitting in front of us is a multiple of any time I've ever seen it. So I think we have a tremendous amount to do. There's a tremendous need out there. There is going to be tremendous need, a tremendous change in the world of, in our world of commercial real estate finance and equity, so that we want to participate in that. And as I said, I think we barely scratched the surface, and it's fun. So I'm looking forward to doing it for a lot of more years.
Buying enterprise software is a decision you live with for years. Here is how our CEO thinks about it.
"When you buy an enterprise platform, you are not really acquiring the version in front of you. You are entering a multi-year relationship with the team that will evolve as your business changes."

Rockport builds enterprise software for commercial real estate debt and equity. Its six systems cover loan origination and underwriting (CORE), cash flow modelling and valuation (VAL), loan servicing and accounting (ACT), agricultural lending and servicing (AG), property budgeting and reforecasting (BUDGET), and CRE calculations delivered by API into a firm's own platform (ENGINE). Rockport was founded in 2002 and works with more than 150 active clients, including Fannie Mae, Walker & Dunlop, Citigroup and BNY Mellon.
Rockport CORE runs the loan up to and through closing: pipeline management, origination, underwriting, credit approval, portfolio management and closing. Once the loan closes, CORE also carries it into asset management. Rockport ACT handles servicing and accounting after funding, across six reporting bases: statutory, GAAP, PGAAP, tax, IFRS and management, with general ledger interfaces. Many lenders run both. In 2024, multiple insurance companies already using CORE adopted ACT.
No. Each system is licensed and run on its own, and most firms start with one. Teams typically add a second or third when a neighboring team's work is already touching the same loan data.
Yes. Rockport is built to sit inside the stack you already run, taking data in and sending it back out.
Data in: Thousands of transactions are ingested every day through APIs and direct feeds: from your accounting and property management systems into BUDGET, and from your data warehouse and accounting and servicing systems into CORE.
Data out: Custom reporting through third-party report writers, APIs into your BI and internal systems, Excel, CSV and PDF reports, and automated pushes back to your data warehouse and accounting and servicing systems.
By product: CORE connects through two-way Excel integration, third-party report writers, accounting and servicing systems, data warehouses, and BI and internal systems. VAL runs through an Excel add-in and third-party report writers, pulls REIS market data, and connects to custom internal systems by API. BUDGET integrates with accounting systems including JD Edwards, MRI® and Yardi®.
Or keep your own platform entirely: Rockport ENGINE lets your existing system call Rockport's calculations directly through APIs, with no new interface to adopt.
Commercial lenders, including conduit and CMBS contributors, insurance companies and portfolio lenders, GSE and multifamily lenders, bridge and transitional lenders, and agricultural lenders. Valuation professionals, including bank review appraisal teams and fee appraisal firms. Property owners, investors and asset managers. And technology teams integrating CRE calculations into their own platforms.
Rockport was founded in 2002. It builds on work its founder, Rick Trepp, started in 1979, when he founded Trepp & Co and later built the CMBS data infrastructure the market still uses. Rockport has operated through the 2008 financial crisis, the 2020 disruption and the recent rate cycle.