Case study

Making CRE data usable for faster underwriting decisions

A centralized platform designed to enhance underwriting and surveillance operations.

The story behind

The Underwriting & Surveillance platform was developed to optimize how traders assess commercial real estate deals.

The platform consolidates loan data, analytics, and commentary into a single interface, enabling faster analysis, informed bond pricing, consistent risk oversight, and more efficient execution across underwriting and surveillance workflows.

Client

Global Asset Management Firm

Industry

Investment Management

Duration

1 year

services

Product Design, Product Development

One table. Zero friction

The underwriting table gives traders a single, comprehensive view of every loan: no tabs, no extra clicks, no searching for data.

All critical information is in one place for fast analysis, informed pricing, and efficient review. This streamlines workflows, reduces risk, and drives faster execution with stronger portfolio oversight across the business.

End-to-end visibility for surveillance teams

Developed for surveillance teams to efficiently record, manage, and reference commentary throughout the life of a loan.

All inputs are centralized, time-stamped, and easily accessible, providing a complete audit trail and clear visibility into historical context and changes.

One view.
Full understanding.

Built for deep loan review, whether it’s an initial assessment or a comprehensive reevaluation.

All financials, commentary, market signals, and supporting data are consolidated in a single, uninterrupted view, giving users the full context needed to analyze, compare, and make informed decisions.

Clear, reliable numbers.

The analysis module that gives users a structured view of tenant performance, lease terms, and occupancy trends.

Designed to support underwriting and risk workflows, it enables quick identification of exposure, rollover risk, and rent concentration across properties.

Know everything. Trust everything.

Addressing defined business and user needs, we streamlined the time logging process — reducing input time and errors, enhancing ease of use, and enabling immediate visibility into logged data to support operational efficiency.

Designed for precision

From fragmented loan workflows to faster decisions, centralized processing, and full change transparency.

Faster Decisions

Decision time reduced through streamlined navigation and full loan visibility.

Increased Loan Processing Workflow

Centralized underwriting in a single table minimizes steps and eliminates blockers, enabling faster, error-free execution.

100% Change Transparency

Full change transparency with tracked edits and visible updates, improving auditability and reducing risk.

What could your firm achieve with 40% faster workflows?

Let’s explore what’s possible within your existing workflows.