The Insight team has extensive experience in the performance of specified procedures on loan portfolios whether as individual assets or as part of a large pool of whole loans or as securitized pools. This requires knowledge of the unique aspects of such instruments and the ability to organize an approach and manage the efforts of the specialized skills necessary to understand the varied attributes of the loans and collateral as well as the performance of the pool as a whole.

The Insight professionals have experience both in carrying out specified procedures as well as in administering a larger process involving personnel with varied professional skills to assist investors with their overall diligence undertaking.

We have a long history as working for buyers as well as sellers from the early residential CMO securitization product in the early 1980s, the RTC commercial loan efforts in the early 1990s through the private sector’s adoption of whole loan and pool sales as possible exit strategies.

Management and Boards of lenders have asked us to review their portfolio to help them identify potential weaknesses in their business processes and also to provide input to their loan grading and reserve calculations and in responding to regulator recommendations.

We have also worked with lenders as they examine their available strategies on individual loans and with borrowers as they attempt to understand their options and strategies.

For a listing of representative transactions please click here.

Insight Consulting LLC