Portfolio Triage™ was developed by RRA to assist lenders and investors to evaluate and categorize their current or proposed real estate loan portfolio. The purpose of this portfolio analysis is to provide the lender or investor with a clear understanding of each loan’s underlying asset and to rank each asset in the order of its soundness or disposition viability.
Portfolio Triage™ process is designed to identify issues that need correction. This can include loan file reviews to determine the completeness of the post closing loan documents file. Often loan files are missing basic documents that may have an effect on the ability of the lender or investor to negotiate or sell the loan or underlying asset. More often it provides a thorough property by property needs assessment and the recommended steps necessary, for the borrower or lender, to correct any issues identified.