Introducing Setpoint Analytics: Turn Complex Portfolio Data into Actionable Intelligence
Loan portfolios hold valuable data, but many borrowers and capital providers struggle to extract meaningful insights. Traditional reporting tools are often manual and disconnected, making timely, data-driven decisions difficult.
That’s why we’re excited to announce Setpoint Analytics—a solution designed to unlock the full potential of your loan portfolio. Built on Capital OS, Setpoint Analytics delivers real-time insights through interactive dashboards and custom reports. Whether you're optimizing performance, managing risk, or uncovering growth opportunities, Setpoint Analytics provides a unified, easy-to-use platform for smarter, more confident decisions.
Accelerate Capital Deployment with Setpoint's Automated Borrower Approval Workflow
Managing multiple customers and diverse deals across various asset classes is a complex task for lenders. Traditionally, this can involve entire teams meticulously understanding each deal's intricacies and manually auditing borrowing base reports. This "stare and compare" approach requires sifting through numerous Excel spreadsheets and navigating a maze of email chains to ensure every borrower-provided report aligns with credit agreements.
Funding in a Fraction of the Time with Setpoint's Calculation & Paying Agent
Say goodbye to complex Excel spreadsheets and endless email chains. Setpoint's Calculation & Paying Agent Services streamline the funding process for borrowers and lenders, offering real-time verification and transparent reporting. Our platform ensures accurate data, reduces manual errors and missed emails, and speeds up approvals, transforming how you manage funding operations.
Setpoint’s Proprietary Asset Allocation & Portfolio Optimization AI Engine
Asset allocation decisions play an important role in capital efficiency and compliance. Most capital markets teams use Excel to allocate assets between...
Streamlining Capital Markets Data Management: Setpoint’s Integration Solutions
Capital markets teams need accurate collateral and performance data. Most teams push and pull data between internal systems, CRMs, LOSs and servicers. Manual...
