Information Management and Reporting
TriMont's Information Management and Reporting services allow our clients to focus on the analysis and management of their commercial real estate portfolios rather than the administrative functions of sourcing, compiling, and reporting data. Through the development of efficient and scalable systems, TriMont has provided financial institutions of all sizes with the accurate and timely content needed to actively monitor and manage their investments. Our extensive experience in developing data and reporting solutions has positioned TriMont to streamline your information needs via our flexible and reliable processes. Our services include:

Extraction of data from:
  • Loan documents
  • Financial statements
  • Appraisals
  • Leases
  • Rent rolls

Data aggregation and transfer solutions:
  • Rapid integration of extracted data into TriMont or client databases
  • Data quality verification, exception reporting, and support throughout the migration process

Report production:
  • Investor reporting packages compliant with CREFC standards
  • Customized data tapes
  • Loan abstracts and identification of missing documents
  • Lease abstracts including amendments, exhibits, and schedules
  • CMBS Annex A
  • Ad-hoc reporting

Powerful querying and data stratification capabilities
  • Asset Level
  • Portfolio Level
TriMont Assets Worldwide
TriMont and its affiliates manage assets throughout North and South America, Europe, and Asia.
"We listen to our clients’ needs and act in their best interest. We meet commitments with urgency and expertise, and we execute on our responsibilities."