Client Stories

Portfolio Management for a Large
Real Estate Lending Book

Learn how they regained control over their data and portfolio management processes and:

  • Reduced manual errors by over 95%
  • Cut down the reporting time from weeks to a day
  • Grew their assets under management by over 40% within a year

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About the client
The client is the real estate lending arm of a large European asset manager investing in senior secured loans, whole loans, mezzanine loans, and equity investments in the UK commercial real estate sector.

The Challenge
The client was saddled with inefficiencies in their Excel-based system - multiple data submissions by borrowers, a time-consuming process of collating all data, processing it, and producing timely reporting. The risk team was spending most of their time in data management rather than on actual portfolio management and analysis, hampering their growth.