Portfolio surveillance

Stay ahead of every loan in your portfolio.

Keep portfolio performance, market signals, and lender activity in one up-to-date view, so your team sees what’s changing and why.

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Why this breaks at scale

The information is there. It is just not connected.

Portfolio data is spread across systems

Loan terms, property performance, borrower updates, and reporting live in different places.

Market signals are scattered

Recent terms, lender activity, comps, and market updates live in different tools and reports.

Portfolio context is disconnected

Teams may see a market change without seeing which loans, properties, or borrowers it affects.

One portfolio. Four connected workflows.

Define what matters, keep the data fresh, and surface the changes that need attention.

Define the watchlist

Choose the loans, properties, markets, lenders, and sponsors your team wants to monitor.

Know what you are monitoring

Keep the metric tied to the asset and its current source.

Hollis Yard

T-12 DSCR
Current observation
1.17×
Covenant minimum
1.20×
Latest sourceOperating_Statement_Q3.xlsx

Keep external context in reach

Related market and lender updates stay distinct from the asset’s operating performance.

Related observations

Market and lender context
Kansas City · MultifamilyQuoted spread
250 bps
Cobalt Ridge BankLoan range
$10–35M
Indicative lender information, subject to deal-specific review.

Refresh the picture

Keep portfolio data current with new files, recent market terms, lender activity, pulse items, and market research.

Keep track of arriving evidence

An updated observation remains attached to the source and arrival date.

Latest source updates

New context
Hollis YardOperating_Statement_Q3.xlsx
Oct 4
Kansas City · MultifamilyCobalt_Indicative_Terms.pdf
Oct 3
Cobalt Ridge BankCobalt_Lender_Update.pdf
Oct 2

Read the updated operating figures

Inspect the income and expenses behind the reported NOI in the operating statement.

Operating_Statement_Q3.xlsxHollis Yard · Q3 2026
Operating summary

Effective gross income$4,360,000

Operating expenses$2,110,000

Net operating income$2,250,000

Surface early warnings

Flag what changed across performance, markets, pricing, borrower activity, and lender appetite.

Make the movement legible

The current period falls below the covenant, so the asset needs attention.

Hollis Yard · T-12 DSCR
Q2 20261.24×
Q3 20261.17×
T-12 NOI fell from $2.38M to $2.25M. Annual debt service is $1.92M; the covenant minimum remains 1.20×.

Separate a quote from a market conclusion

A lender’s updated terms are useful context with a specific scope.

Cobalt Ridge BankKansas City · Multifamily
Indicative termsSingle lender
Floating rateTerm SOFR + 250 bps
Previous spread
275 bps
Updated
Oct 3, 2026

Indicative and subject to final underwriting.

Cobalt_Indicative_Terms.pdfp. 2

Update the record

Findings are saved to the right records so your team can follow the change, assign next steps, and keep the portfolio current.

Preserve the period comparison

Keep each observation tied to its reporting period when reviewing the record.

Hollis Yard · Operating history

T-12 DSCR
Q2 2026Operating_Statement_Q2.xlsx
1.24×
Q3 2026Operating_Statement_Q3.xlsx
1.17×

Carry the finding into the deal context

The change, evidence, and covenant threshold remain available together.

Hollis Yard

DSCR below covenantNeeds review
Current DSCR
1.17×
Minimum covenant
1.20×
Supporting statementOperating_Statement_Q3.xlsx

Start with your data. Add the market context around it.

Proven workflows and products out of the box.

Start with ready-to-run CRE workflows, then tailor them to your data, tools, approvals, and business logic.

View all products
Lender follow-upLease abstractionIC memo draftInsurance reviewSponsor enrichment
Pipeline updateBorrower requestDeal room auditClosing checklistMarket comp search
Debt sizingAsset recordRent roll reviewPortfolio briefCovenant monitor
Lender follow-upSENDLease abstractionLEASEIC memo draftMEMOInsurance reviewREVIEWSponsor enrichmentCRM
Pipeline updatePIPEBorrower requestINBOXDeal room auditVAULTClosing checklistLISTMarket comp searchSEARCH
Debt sizingDEBTAsset recordINDEXRent roll reviewROLLPortfolio briefBRIEFCovenant monitorRULE

Lev does the whole thing.

See what changed across your portfolio.

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