Investor and Market Intelligence

Deal room

•  Access to a cloud-native platform with enhanced security for investor and deal participants
•  Issuers and lead managers are able to use self-service functionality to create trusts, upload and download a range of trust reports in multiple formats and manage investor permissions
•  Investors can view and download all trust information across multiple issuers in the one location (via the Deal Room module)
•  Receive email alert notifications when new trust documentation and information is available
•  Apply sort, filter and search function for trusts and reports
•  Publish trusts and reports with precision and different levels of access to investors

Loan analytics across eight asset classes

•  Automate manual data processing and eliminate cumbersome, error-prone spreadsheets
•  Create graphical reporting linking business strategy to portfolio composition and trends
•  Quickly and easily generate reports or dashboards to meet board or management needs
•  Segment and drill down within visuals across key loan, borrower, and security data dimensions down to postcode
•  Integrate data sets from disparate lending systems to create a single source of truth across multiple asset classes

Security analytics

•  Enrich and automate data transfer from core systems and third-party sources
•  Quickly and simply compare trust performance on key metrics, both via visualisations and core data
•  Ability to import additional data for comparison
•  Access a unique data set via Australian Data Warehouse with over 30 lenders, 20 years’ history and $80 bn of public RMBS*
•  Perform collateral trend analysis from original to current balance
•  Use interactive reporting and visualisation against the Aggregated Market, Master Trust(s) or Series Trust(s)

Mortgage market analytics

•  Compare your arrears book 30 lenders and $80bn of mortgages*
•  Gain access to data and insights on current and historical arrears performance
•  Segment and drill down analytics across geographies and key loan, borrower and property data dimensions
•  Automate manual data processing and eliminate cumbersome, error-prone spreadsheets.
•  Visualise loan performance down to key loan and borrower attributes
•  Produce dynamic dashboards exportable into Board reports and executive packs

Portfolio management and compliance

•  Access an automated, standardised granular data set from core systems to the dashboards
•  Perform visual analysis of key trends and insights, removing reliance on spreadsheets and reducing key person risk
•  Enrich analysis with a unique data set going back 20 years, from over 30 lenders and $80bn of public RMBS*
•  Reduce cyber risk with a secure data transfer module from the issuer to the investor
•  Implement business rules to automatically track portfolio performance against key constraints, events and legal covenants
•  Fast-track compliance across loan eligibility criteria, portfolio parameters, amortisation events and other custom business rules
•  Drill down to problem loans contributing to breached rules
•  Receive configurable automated email and text alerts for warning levels and breaches

Benchmarking

•  Access a unique data set (Australian Data Warehouse: over 30 lenders, 20 years’ history and $80bn of public RMBS)*
•  Quickly and visually compare trusts’ performance and composition across key metrics
•  Compare pool metrics by numerous borrower and loan attributes
•  Analyse visual comparison of period-on-period changes in trust or issuer performance and composition
•  Quickly access greater insight into how public transactions and your private deals compare with each other across a range of attributes
•  Automate pre-deal analysis and ongoing portfolio monitoring
•  Obtain self-service portfolio insights in your private and market deals - arrears, composition, performance
•  Leverage automated portfolio compliance, triggers and alerts