Residential Lending and Asset Management Solution for Investor-Owned Properties

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1 & Residential ending and Asset Management Solution for Investor-Owned Properties

2 Complete transaction lifecycle oversight for investor-owned residential lending and asset management. Rockport and Precise Real Estate Solutions (PRES) have established an end-to-end solution for the investor-owned residential lending and asset management industry that marries the underwriting, analytics and reporting capabilities of Rockport with the advanced document management and workflow functionality of PRES. This integrated system improves efficiency at all stages of the lending and surveillance process, seamlessly supporting term loans, acquisition lines and fix-and-flip products. From oan Origination to Asset Management, and everything in between. Rockport provides extensive pipeline analysis capabilities for lenders to manage deal flow, identify key statistics and generate investment memorandums. The integration of PRES allows lenders to obtain required documents from borrowers and third party providers, verify all required tasks and data points and achieve real-time visibility into the underlying data supporting the analytics and reporting. The coupling of these two systems yields a single point of data entry facilitating the analysis and management of the entire transaction process. OOOO O O O O OOA OOA OA N AA NN OOA oan Origination Pipeline Management Online Application Process Underwriting Data Collection Sellng Securitizing Holding Document Management Reporting Asset Management Approval Process and Workflow Both Rockport and PRES were founded by industry veterans who are pioneers in their respective segments. Knowledge and Experience Streamlined Process Rockport is based on decades of knowledge and experience. In fact, the first residential collateralized mortgage obligation (CMO) information service was created in 1986 by the founder of Rockport as part of an industry initiative. PRES is based on over 15 years of operational and borrowing experience in the residential real estate industry and over 15 years of robust document management technologies. Customized workflow and automation tools to input, verify, analyze and report on your data enable you to work smarter and more effectively than ever before. The robust functionality of the system significantly reduces the entire approval process and reduces your risk by ensuring the analysis of consistent, verifiable data. Better Data, Better Decisions Buying Beats Building Verified, centralized data is what makes your analysis and reporting meaningful. All this leads to better oversight of your assets, and therefore better decisions. You re a lender, not a software engineer. The cost of a subscription is a fraction of the cost of building and maintaining your own system. Plus, what you get with this integrated solution is more powerful and feature-rich.

3 Visibility from any angle. Direct Data Entry into System Pipeline Management Workflow-Based Underwriting Task-Based Notifications Transaction Status Reporting 3rd Party Data Ordering BPO Management Borrower/Portfolio Analysis Analytics & Business Intelligence Reporting Document Management Document Search Auditing Statistics Asset Management Automated Data/Document Request Automated Data/Document Fulfillment Securitization Data/Documentation Integrated Interface Investor/ Issuer Servicer Rating Agency Investment Banker Warehouse ender 3rd Party Data Provider Management ender Broker Borrower

4 Rockport and PRES deliver integrated features that translate into speed, efficiency and managed risk. Centralized Database The combined system is a web-based application that allows your team to store and access a common set of data and documents in one place from anywhere you have an internet connection. A single point of entry provides convenient data transparency and consistency, eliminating the risk of error from duplicate data input and giving you confidence that you are always working with the most up-to-date, verified data. inked Excel Underwriting Model everage the power of a fully integrated Excel underwriting model. The unique two-way synchronization between the model and the Rockport system lets clients work in their comfort zone Excel. Rockport's model provides the features you need for each step of the sizing, underwriting, valuation and loan monitoring processes, including sizing to Debt Yield, DSCR and TV. And it s powerful enough to handle complex deals such as pari-passu, senior-subordinate structures and multi-property loans. Robust Reporting The system includes a robust reporting engine with a library of pre-built reports, charts and an ad hoc report writer to query the database on demand. We regularly build reports to client specifications with quick turnaround. Our customized reports give you everything you need to analyze relevant information and present it in a consistent, polished format. You can also schedule standard reports to automatically run and be distributed to your team on desired days and times. Intuitive and Customizable User Interface From the moment you log in to the platform, your personalized home page displays the transactions most relevant to you and your operational dashboards give you immediate access to the information you deem most critical. Role-based screens means more productivity and fewer errors. Both systems are constantly optimized based on how you work. Seamless Data Imports and Exports Data transfers made easy. Import and export between your internal systems, Rockport and other third party systems, whether on-demand or via scheduled delivery. Get up and running and know that your data can be aggregated, verified and delivered when, where and how you need it. Automated Document Management and Verification Utilizing an intelligent upload technology, the platform streamlines and automates data collection from borrowers and third party service providers based on your own rule-based specifications. Our verification and approval of documents/data via your business customized workflow process provides tracking and audit trails of all users. This ensures that you can rely on the accuracy of the data you need to analyze. Custom Workflow and Management of Third Party Communications You can customize your own workflow and create task-based approval requirements within the system for both internal users as well as borrowers and third party providers. By permitting borrowers and third party providers to participate in the centralized workflow process, you significantly reduce the time it takes to aggregate and analyze the data resulting in a much more efficient decision-making process. Audit Tracking and Secure Hosting Preserve data integrity with a full audit trail in a securely hosted SSAE 16/SOC1 certified data center with geographically dispersed and certified backup. Since the platform is Software as a Service (SaaS) solution, enhancements and functionality are added seamlessly to the environment by our developers without any effort by you or your team.

5 About Rockport Rockport, founded over a decade ago by Rick Trepp, is the recognized industry leading provider of a Software as a Service (SaaS) solution for commercial mortgage loan origination, underwriting, securitization and asset management. Rockport provides a securely hosted, configurable off-the-shelf system that provides a robust infrastructure and analytical toolset for loan sizing and underwriting, pipeline tracking, loan and portfolio-level reporting and analysis, and performance tracking. Today the platform is widely used by banks, funds and life companies for the origination, securitization and asset management of performing and non-performing loans, REO and investor-owned, single family properties. For more information, visit About Precise RES Precise Real Estate Solutions (PRES) delivers enterprise level, automated document management solutions for the real estate industry. The platform is comprised of many features and services, specifically designed to support residential lending and asset management. The core of this customized workflow document management system has been developed over the last 15 years. The secure cloud-based platform makes the collaboration and management of documents simple and efficient. Our integration with third party vendors provides our customers with access to automated valuations, data verification, and other services related to residential lending and asset management transactions. Dashboard reporting and business intelligence provide user-level visibility to all stakeholders. For more information, visit The Rockport Group Precise Real Estate Solutions 477 Madison Avenue, 18th Floor San Vicente Blvd, Suite 415 New York, NY os Angeles, CA (212) (800) info@rockportllc.com info@preciseres.com