Used in conjunction with our Origination and Servicing modules, or with your existing systems, North Shore’s asset & portfolio management software provides the ideal centralized platform for managing loans, servicing portfolios, and tracking and aggregating performance data on underlying assets.
Automated Data to Oversee & Track Assets
North Shore’s asset & portfolio management software combines a comprehensive database with state-of-the-art data capture capabilities, workflow automation, complete reporting and document preparation. Most importantly, the platform includes an underlying Business Rules Engine (BRE). Data can be captured automatically from borrower documents, appraisals, and inspections. As a result, teams can increase capacity, reduce transcription errors, and improve portfolio surveillance.
Easy & Powerful Portfolio Management Software
Powerful, easy-to-use dashboard design tools allow users to build personalized views of asset and loan data, review real-time statistics, manage workloads, and receive alters when specified conditions occur. The Business Rules Engine (BRE) can automate tasks such as borrower notifications, portfolio surveillance, and kicking out credit exceptions & alerts related to delinquencies or maturities.
Filtering & ad-hoc reporting tools provide flexible ways to analyze the portfolio from multiple perspectives. Users can build asset management work queues, feed other reporting and presentation tools, and extract data for use in other systems.
For more information about North Shore’s Asset & Portfolio Management Software, contact us today.
Portfolio Sensitivity
Stress the deal, group of loans, or the whole portfolio to see the net effect of multiple shock periods.
360º Views of Loans and Assets
Total Control
Asset Dashboard
Get a 360-degree view of each loan and its underlying assets, including servicing balances, property performance, outstanding asset management tasks, and reports.
Features & Functions
- Portfolio mix & concentration reports
- Risk Based Capital
- Borrower Exposure
- Dynamic trend analysis
- Exception reports
- Economic impact analysis
- Comparable reporting
- Market data
Asset Management
- Rules-based portfolio surveillance & asset management
- Automatic Property Financials requests
- Property Inspection scheduling and capture
- Initial & Continuing Valuations
- Disposition & Business Plan Write-up & Approval
- Appraisal Tracking
- Borrower Notifications, Document Tracking and repository
- Ratings, Risk Analysis & Loss Protection
- Portfolio & Regulatory Reporting
- Budgeting & Cash Management
- Over 2,500 Data Elements
- Mobile Site Inspections
Project/Portfolio Management
- Portfolio mix and concentration reports
- Risk Based Capital
- Borrower Exposure
- Dynamic trend analysis
- Exception reports
- Economic trend analysis
- Comparable reporting
- Market data
- Production and performance reports
- Auto Roll-up/Controls
- Multiple Reporting Options
- User-defined Filtering
- Stress Testing
- Rules-based Loan Ratings
- Annual Reviews
- Excel Integration
- Notice Generation
- API Calls for Ongoing Scoring
- Service Requests/Workflows
Benefits
decrease in paper usage
increase in data received & digitally sent
less time required to generate annual reviews (% closed)
improvement in metrics quality
reduction in cost of processing incoming documents