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Case Studies
Real-world case studies showcasing successful implementations and strategies.
Rapid multi‑asset loan onboarding
Seamless onboarding of a complex 16‑loan portfolio under a highly compressed timeline following the termination of the client’s prior servicer. Sector...
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International wire verification for Spanish speaking investors
Accurate verification of international wire instructions for a new client with Spanish speaking investors, ensuring clear communication and a smooth o...
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Loan servicing transfer for a multi strategy asset manager
A multi strategy alternative asset manager required an accelerated servicing transfer for a time sensitive portfolio to avoid disruption of borrower p...
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Streamlined multi servicer loan onboarding
Delivered a phased, fully governed onboarding process for a $3.1 billion loan portfolio spread across five servicers, ensuring data accuracy, privacy ...
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