Our Services
Services for secured lenders
From strategic consulting to field examinations and ongoing portfolio oversight, we deliver practitioner-led services that strengthen credit risk decisions and collateral monitoring.
Services
What we do
Differentiated service offering designed to support today's secured lenders.
Consulting & Advisory
We help secured lenders modernize their platforms through operational assessments, workflow redesign, and technology evaluation.
- Operational Assessments & Workflow Redesign — Improve accountability, scalability, accuracy, and overall credit risk discipline
- Technology Evaluation & Modernization — Assess and implement collateral monitoring and lending platforms aligned with your needs
- Procedure Development & Documentation — Develop SOPs, job aids, and enablement materials to support consistent execution
- Change Management & Execution Support — Drive adoption and alignment across teams, processes, and systems
Due Diligence
Our experienced examiners—strategically positioned across the United States—bring deep product expertise and broad industry knowledge to every engagement.
- Full- and limited-scope examinations
- Pre-origination surveys, roll-forward analyses, post-origination recurring exams
- Receivable and inventory verifications, BBC construction and eligibility testing, and assessments of controls, reporting abilities and accuracy
- Hybrid model that blends remote analytics with on-site fieldwork
Portfolio Oversight
We support lenders on a temporary or permanent basis, providing full-time or fractional resources aligned with portfolio size and complexity.
- Document management and borrowing base certificate (BBC) preparation for borrowers
- Recurring BBC validation, variance root-cause analysis and remediation
- Accounts receivable verifications and collection monitoring
- Trend, KPI analysis, and exception flagging to highlight discrepancies, emerging risks, and compliance issues
Guidance
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