CRE data doesn't standardize itself.
One of the most common questions prospects ask us is: “How do we actually get our data into RealINSIGHT?” It’s the right question – and the honest answer is that it’s complicated.
CRE loan portfolios touch an enormous number of data sources: loan servicers, accounting systems, property managers, market data providers, third-party platforms. Every source has its own format, naming conventions, and update cadence. Loan terms, payment histories, rent rolls, operating statements, tax records, insurance policies, reserve accounts – all of it needs to land in the right place, in the right format, with the right validation behind it.
This is exactly why so few platforms can do what RealINSIGHT does. Commercial real estate data management and standardization across the full life of a CRE loan is genuinely hard. Our Data Services team exists to make it seamless for you.
A proven process, start to finish.
We start by understanding your data – where it lives, how it’s structured, and how it needs to flow. Your data can come to us as flat files (CSV/Excel) for initial loads, or via automated daily feeds from your servicer’s data warehouse through a secure SFTP connection. We work with servicers we’ve integrated with before, and we’ve built new connections from scratch. Either way, we handle it.
Before anything touches the platform, our team thoroughly validates every data set – checking for quality, consistency, and completeness. If issues are found, we flag them clearly and work with you to resolve them. Once the data is confirmed clean, we map your fields to RealINSIGHT’s data structure, handling the translation between your naming conventions and ours so nothing gets lost.
We load the validated, mapped data into RealINSIGHT and verify that everything has landed correctly – loan records, terms, payment histories, property data, operating statements, rent rolls, reserves, tax, insurance, and more. For ongoing feeds, automation keeps your data current daily without manual intervention. You get a platform that’s live, accurate, and ready to use.
Every data type. Every source.
RealINSIGHT is built to handle the full scope of CRE loan data migration. Through CRE data integration services tailored for commercial real estate lenders, our team helps ensure your data is transitioned accurately, efficiently, and with minimal disruption.
Origination info, loan status, currency, asset identifiers
Rate type, maturity, payment schedule, interest accrual, fees
Principal, interest, late charges, fees, ending balances
Insurance, interest, CapEx, tax, replacement, TI&LC, and more
Location, property type, physical attributes, geo data
Actuals, budgets, TTM; mapped to CREFC standards
Unit-level detail, occupancy, lease terms, revenue
Policy data, payment schedules, escrow balances, jurisdictions
Data in. Intelligence out.
RealINSIGHT is only as powerful as the data inside it. When your portfolio data is complete, current, and correctly structured, the platform delivers exactly what it’s designed to – real-time portfolio intelligence, accurate reporting, early risk identification, and the institutional-grade workflows your team depends on.
Data Services isn’t an add-on. It’s what makes the platform work.
Let's talk about getting your data into RealINSIGHT.
