Blue and orange blocks of glass

Our advisory, digital, and managed services experts support the entire loan and securitization lifecycle, from transaction structure to document custody, deal administration, and servicer oversight. Guidehouse’s proprietary technology is tailored to every new deal to process lender data, identify loan payment discrepancies, and calculate waterfall payments to investors. Our end-to-end securitization and trust administration capabilities enable optimal solutions that maximize impact.

Our Capabilities

Loan Technology Enablement accordion-circle-plus accordion-circle-plus-hover accordion-circle-minus accordion-circle-minus-hover
Through our in-house, versatile portfolio management and tracking system, we provide customized reports uniquely tailored to meet the needs of your securitization. Our digital experts also work to modernize and optimize existing technology systems for data transmission, reporting, and security.

We provide comprehensive evaluation of and guidance for both capital and contractual structures of securitizations supported by detailed schematics and financial analysis. With proven expertise in the regulatory and rating process for all the major U.S. credit rating agencies, we facilitate discussions, prepare materials, and perform data analysis and portfolio scenario modeling.

As master servicer and deal administrator, we ensure veracity and completeness of data, reconcile loan payment history variances with lenders, monitor cash account balances, and calculate the payment due to bond holders at the end of every reporting cycle. As a transfer agent for several multibillion-dollar federal loan programs, Guidehouse delivers the full suite of securitization operations oversight and management necessary to ensure frictionless and compliant service delivery.

Our proprietary platform helps clients evaluate and effectively manage entire portfolios, track operational service level agreements, and fulfill investor requirements. By automating the daily loading of portfolio data and applying rules logic, our platform pinpoints performance issues, compliance concerns, and deviations from contractual requirements.

We receive, record, and inventory all necessary loan and deal closing documentation and store them securely either digitally through our cloud platform or physically in our dedicated New York City office vault. We also conduct regular inventory compliance audits to ensure ongoing documentation validity and work with all necessary counterparties to resolve any missing or incomplete documents.

Our Latest Insights

Our Experts

Let us guide you

Guidehouse is a global organization providing advisory, technology, and managed services to the commercial and public sectors. Purpose-built to serve the national security, financial services, healthcare, energy, and infrastructure industries, we collaborate with leaders to outwit complexity and achieve transformational changes that meaningfully shape the future.

Stay ahead of the curve with news, insights and updates from Guidehouse about issues relevant to your organization and its work.