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Solutions

TrustPoint's platform is advanced proprietary technology combining software and analytics with industry expertise. Explore our growing suite of technology solutions for scaling your core functions across the lending enterprise.

The Technology Suite for Lenders and Their Capital Partners

Construction and operations
Construction & Operations Solution

Increase capacity and control for post-close operations with modern workflows, policy controls, and audit-ready loan asset management across business lines.

Construction budget

Monitor detailed complex budgets with ease and auditability.

Draw management

Approve draws quickly, and confidently with seamless workflow.

Document management

Focus on document exceptions with AI-powered tools.

Owner equity & Sources

Manage equity and other funding sources by draw.

Escalations & Holds

Streamline escalations and manage holds systematically.

Policy requirements

Manage policies in real time, track exceptions, and tailor by business line.

Borrower portal and portfolio monitoring
Borrower Portal & Portfolio Monitoring

Engage borrowers in real time, stay ahead of milestones, and proactively manage loan extensions and completions across your portfolio.

Borrower portal

A portal designed for real time collaboration and portfolio updates.

Milestone notifications

Alerts for sales opportunities and highlights of project successes.

Forecasted loan extensions

Intercept loan extensions earlier with maturity monitoring.

Forecasted completions

Track upcoming completions to seize opportunities.

Portfolio analytics
Portfolio Analytics Solution

Unlock real-time visibility and predictive insights about your portfolio and sponsors to manage risk holistically and stay ahead of threats and opportunities.

Portfolio snapshot

Get a real time view of portfolio progress, opportunities, and risks.

"Early warning" analytics

Identify and mitigate operational risks with automated health scoring.

Automatic watchlists

Stay ahead of risks with configurable watchlists.

Business line monitoring

Manage performance of new and existing business lines.

Finance and treasury
Finance and Treasury Solution

Stay ahead of funding needs with proprietary forecasting for treasury and capital markets monitoring and reporting.

Investor reporting

Refine capital strategies with performance insights by capital provider.

Concentration monitoring

Track portfolio exposure and alert sales teams to new opportunities.

Forecasted disbursements

Reduce excess cash and optimize back-levering during draw disbursements.

Draw audit reporting

Meet draw level reporting requirements confidently.

Visibility and Controls for Business Lines

Loan types

New Construction
("Ground up")

Manage holdbacks and equity construction for ground-up, additions, and ADUs.

Renovation
("Fix-n-Flip")

Oversee funds for projects ranging from light remodels to extensive renovations.

Acquisition and Development
("Horizontal")

Track milestones and approvals by lot or phase from purchase through disposition.

Bridge and DSCR
("No Hammer")

Monitor milestones pre/post construction with a comprehensive portfolio view.

Asset types

Single-Family Housing

Effectively manage the construction and renovation of single-family homes.

Multi-Family and Mixed Use

Track completion and budget for projects with varying unit counts.

Production Home Building
(Models & Phases)

Manage home building across horizontal and vertical phases, with unit and model tracking.

Build-to-Rent Homes
(BTR)

Oversee development from site work through vertical completion and lease-up.

Flexible & Growing Menu of Integrated Services

AEI Consultants AFX Granite Risk Management Guardian Asset Management Inspectify KOWBC NVMS Partner Residential ProxyPics Stewart Truepic Trinity

Onsite Inspection

Independent onsite inspections for residential and commercial projects nationwide.

Remote Inspection

Independent "desk" inspections for residential and commercial projects nationwide.

Certified Photos

Photo submission by the borrower or designated contact with automated fraud detection.

Title Search

Updated information on the current deed, property taxes, liens, and judgments.

Feasibility

Budget feasibility analysis for construction or renovation projects.

Permit Validation

Validation of permit status for construction or renovation projects.

Appraisal

Licensed valuation for residential and commercial assets conforming to USPAP or state appraisal law.

Broker Price Opinion

Estimate of market value and list price typically by a real estate broker or agent.

Complements Your Lending Ecosystem

Integrations & API

Our developer-friendly API is designed to get you up and running in hours, not days. With secure infrastructure and clear docs, you can integrate with your existing systems and extend your platform with confidence.

developer.trustpoint.ai

Data Exchange

Enable secure, real-time data exchange across stakeholders — from borrowers to investors. Import, export, and synchronize data across systems to drive efficiency and transparency throughout the lending lifecycle.

Security

Security and trust are at the core of everything we do. We are SOC 2 Type II certified across all five Trust Services Criteria (TSC), demonstrating our commitment to the highest security, confidentiality, and data integrity standards. Our platform safeguards sensitive information with rigorous controls and regular compliance audits to protect your business and data against ever-evolving threats.

Learn more about our security posture and compliance program

Scale Your Portfolio Safely and Win Clients With TrustPoint

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