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Next-Generation Commercial Real Estate Portfolio Monitoring

Let’s face it; Portfolio Monitoring can be tedious. Existing services may over-report on issues that have little to do with true material changes, and others err on the side of not reporting often enough. Annual reporting may meet basic regulatory requirements, but it’s likely not a responsible or comprehensive approach to adequate and professional risk management.

What if professional portfolio management could be more comprehensive, more accurate, and delivered more frequently and be MUCH easier to use?

CREtelligent’s updated portfolio monitoring tool does just that. With our newest monitoring platform release, you can:

  • • Create multiple Portfolios
  • • Access your Dedicated Client Success Managers to work with our in-house Environmental Professionals to navigate next-step recommendations.
  • • Receive Quarterly Environmental Risk Alerts and Reports

Quarterly Reporting and Email Alerts

CREtelligent’s Portfolio Monitoring reports are now run quarterly and paired with email alerts for the most critical environmental condition changes, making developing issues less likely to become major ones.

Easy-to-Read Data

Our dedicated Environmental Professionals have compiled portfolio data in a way that’s easy to digest, understand, and take action on.

Next Step Guidance

Receive clear, concise suggestions and guidance on next-step recommendations for properties that experience changes while under monitoring. Work with our dedicated customer success representatives to understand the best solution for whatever issue may arise.

Segment Your Portfolios

Create groupings based on the loan amount, suspect or non-suspect properties, by industry categories or by building type. The possibilities are unlimited and highly flexible.

Easy to Read, Easy to Act-On.

A portfolio risk report and alerts should be easy-to-understand and make next-step decisions easy to make. However, sometimes it isn’t always clear what the best next move may be. We have you covered. Our dedicated client success managers are there to help you to navigate those next-steps when environmental issues become less clear. In turn, this team supports our in-house environmental professionals. They can help make sense of the data and exposure and provide clear, and actionable recommendations.

Easy to Read, Easy to Act-On.

A portfolio risk report and alerts should be easy-to-understand and make next-step decisions easy to make. However, sometimes it isn’t always clear what the best next move may be. We have you covered. Our dedicated client success managers are there to help you to navigate those next-steps when environmental issues become less clear. In turn, this team supports our in-house environmental professionals. They can help make sense of the data and exposure and provide clear, and actionable recommendations.

Quarterly Reporting and Email Alerts

CREtelligent’s Portfolio Monitoring reports are now run quarterly and paired with email alerts for the most critical environmental condition changes, making developing issues less likely to become major ones.

Easy-to-Read Data

Our dedicated Environmental Professionals have compiled portfolio data in a way that’s easy to digest, understand, and take action on.

Next Step Guidance

Receive clear, concise suggestions and guidance on next-step recommendations for properties that experience changes while under monitoring. Work with our dedicated customer success representatives to understand the best solution for whatever issue may arise.

Quarterly Reporting and Email Alerts

Create groupings based on the loan amount, suspect or non-suspect properties, by industry categories or by building type. The possibilities are unlimited and highly flexible.

Product Information Sheet

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Call (866) 901-7201
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