One record for the whole life of an asset.
AssetFlowPro holds the loan file, the property, the counterparties and the paperwork in a single system — from the tape you acquire to the day the asset resolves.
Most of this work lives in a dozen spreadsheets and an inbox. AssetFlowPro puts the analysis, the deadlines, the documents and the people on the same record — so the next action is always obvious, and nothing is remembered by one person alone.
Nine desks, one book of record.
Each division is its own workspace with its own roles. Access is granted desk by desk, so people work their own book and see only that.
Every loan file — borrower, collateral, documents, status and next action. Import a tape and the portfolio builds itself.
Portfolio analysis and risk scoring across the whole book, with reporting an investor can read without translation.
Trustee sales followed from notice of default through the sale date — today’s auctions, a watchlist, a bid book, and an archive of what actually sold.
Import a HUD tape, analyze the pool or any slice of it, and model a live bid state by state in the workbook.
Workstreams, payoffs, skip tracing and resolution paths for the assets that need working out rather than selling.
Properties, leases, and the recurring obligations — rent, HOA, taxes, insurance — with a payment ledger per door and an overdue view.
Contacts, outreach cycles and message templates, attached to the assets the conversation is actually about.
Generate agreements from a template library and keep every executed document filed against the deal it belongs to.
One place that answers what is due, what is overdue, and what moved — as a list, a board, or a calendar.
Built for records people are accountable for.
Sensitive identifiers are encrypted at rest under rotatable keys. Sessions are time-limited and expire on inactivity.
Access is granted by division and by role. A client’s book can be walled off entirely — visible to its owners and to no one else.
Reads of sensitive data and every write are recorded to the audit log, with the user, the record, and the time.