What we built in Q2

Firms leading in asset-backed finance are replacing manual systems with purpose-built technology to make decisions faster and scale more efficiently. Here’s what we built in Q2 to support them.

CAPITAL OS

Asset Allocator: Optimize borrowing capacity

Capital users often allocate assets across facilities and manage securitizations manually. That approach may work at a smaller scale, but it becomes increasingly difficult as the portfolio grows. Concentration limits and advance rates start to interact, and an allocation that passes compliance can still leave borrowing capacity unused.

Asset Allocator optimizes your entire portfolio at once. Using the terms of your credit agreements and your business objectives, it generates compliant asset allocations and clearly explains why each asset was assigned to a particular facility. What once took days can now be done in minutes.

Learn more about Asset Allocator.

Customize your portfolio view

Easily see the information that matters most to your business with a customizable portfolio experience. Group and filter transactions based on your internal categorization, use tags to organize your portfolio your way, and quickly identify capacity constraints with visual warnings. Reduce manual effort with a portfolio that’s organized the way your team works.

We would love to share more about how it works.

DILIGENCE

Diligence for every residential mortgage product

Setpoint onboarded its first consumer-purpose lending client, marking continued expansion of our residential mortgage diligence offering. By combining software with AI tooling and experienced diligence experts, we complete reviews faster and more accurately than market standard across both business- and consumer-purpose real estate loans.

Reach out to learn more about diligence at Setpoint.

COMING SOON

AI-powered portfolio intelligence

Understand portfolio performance faster with AI grounded in your data and business logic. Ask questions in natural language, uncover what’s driving change, and proactively monitor your portfolio with performance insights.

Stay tuned for more.

Want to see any of this in action? Book time with our team.