Deeper, faster analysis for CRE loans, built for banks.

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Configurable CRE Portfolio Dashboards

Qualtik’s CRE portfolio dashboard provides a dynamic customized view of key metrics at both the portfolio and asset level. Monitor and track portfolio performance with portfolio concentrations, aggregated asset values, key ratios, and a list of assets with key data displayed in easy-to-read charts and tables.

  • Generate custom reports for management or board members in minutes.

  • Click to filter by concentration or aggregate multiple portfolio segments.

  • Download as PDF or CSV.

  • Customizable to meet your bank’s needs.

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Dynamic Drilling

Drill in to evaluate a scenario or single loan directly from the dashboard. Drill into detail in realtime to answer questions.

Concentrations

Each lender has their own set of strategies and risk profiles to track. Qualtik dashboards are configured and customized to report on your organization’s specific objectives. Get realtime insight to specific areas of concentration with filtering. Access a list of assets and key information for any segment of a concentration.

Customized Reports

Generate reports from multiple perspectives in minutes with Qualtik’s realtime reporting.

How do you get my data in?

Qualtik is designed to be an easy step from your current systems and processes, and to add value immediately. Data is imported using the same methodology lenders already use to pull data from their core systems into spreadsheets.
Download our white paper on data management to learn more.

What about integrations?

Whether you have a data warehouse solution or not, no matter how many systems your data resides in, you can use Qualtik for CRE portfolio analysis. No integrations needed.
automate and accelerate your bank's monthly reporting process with Qualtik

Automate and Accelerate Monthly Reporting

Many banks aggregate data from multiple spreadsheets and systems in order to create monthly reports. This is time-consuming; often CRE lenders tell us they are spending several days every month compiling and organizing data. Qualtik’s software automates the entire process. Show us your monthly report, and we’ll show you how we can automate it.

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BUILT FOR BANKS

“Regulatory agencies are strongly encouraging banks to beef up their stress testing. Not only does Qualtik provide a solution banks need, its platform is financially attainable to community banks and CRE investors.”

Jeff Wilkinson, Founder and CEO, Keystone Bank

Stress testing built for banks

Banks need sophisticated, granular stress testing in order to grow and meet regulatory requirements. Stress testing from Qualtik is fast and flexible. Filter by loan type, location, vintage, industry code, and more. Define your own scenarios for interest rate, cap rate, and NOI. Set your own performance thresholds. Stress single loans or whole portfolios. Generate dynamic reports that link back to the source information. All in real time.

  • Filter by loan type, location, vintage, NAICS code, and more.

  • Define your scenarios for interest rate, cap rate, and NOI.

  • Set DSCR and LTV ranges on a test by test basis.

  • Generate interactive, deeply insightful stress test reports in real time.

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Interactive stress test reports, in real time

  • Click on the report to view mild, moderate, or severe stress scenarios.

  • Drill down to individual loans with just a click.

  • Generate reports for management or your board of directors from multiple perspectives in moments.

  • Quickly generate reports whenever conditions change, so everyone is always looking at the most current information.

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What are your CRE concentrations?

With Qualtik, you always know.

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