Asset & Portfolio Management Software
Used in conjunction with our Origination and Servicing modules, or with your existing systems, the North Shore Asset & Portfolio Management software module provides the ideal platform for housing your loans for servicing them and for tracking and aggregating performance data on the underlying assets.
Automated Data to Oversee & Track Assets
A comprehensive database, state-of-the-art data capture capabilities, workflow automation, complete reporting and document preparation, and, most importantly, an underlying Business Rules Engine (BRE) make up the platform. Data is fed automatically from borrower documents, appraisals, and inspections, so capacity is increased, transcription error rates go down, and surveillance is improved.
Easy & Powerful Portfolio Management Software
Powerful, easy-to-use Dashboard Design Tools allow you to build personalized views of the asset and loan data, see real-time statistics, manage workloads, and get alerted to any condition. The Business Rules (BRE) drive the tasks of notifying borrowers, surveying the portfolio, and kicking out credit exceptions & alerts related to delinquencies or maturities.
Filtering & ad-hoc reporting tools give you unlimited slice-and-dice capabilities to view the portfolio from all perspectives, build asset management work queues, feed other reporting and presentation tools, and extract data for use elsewhere.
For more information on the North Shore Asses & 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.
360°
Views
TOTAL
CONTROL

Asset Dashboard:
Get a 360 degree view of your loan and its underlying assets, including servicing balances, property performance, and outstanding asset management tasks and reports.
Asset & Portfolio Management Features & Functions
Portfolio mix & concentration reports
Risk Based Capital
Borrower Exposure
Dynamic trend analysis
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Portfolio mix & concentration reports
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Risk Based Capital
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Borrower Exposure
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Dynamic trend analysis
Exception reports
Economic impact analysis
Comparable reporting
Market data
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Exception reports
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Economic impact analysis
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Comparable reporting
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Market data
Benefits
72%
decrease in paper usage
100%
increase in data received & digitally sent
65%
less time required to generate Annual Reviews (% closed)
90%
Improvement in metrics quality
40%
reduction in cost of processing incoming documents