Secure Content Management System for Structured Finance Markets
Big Data.
Complex Process.
Simple Solution.
Originators, Banks, GSE’s, Buyers and Lenders require a secure platform to handle the large intricate data sets involved in structured finance products. Enter SmartRoom. More than just your typical “data room,” SmartRoom is a secure deal management platform that allows key stakeholders to easily and efficiently share and collaborate on due diligence during structured finance transactions. As a leading provider, SmartRoom has facilitated some of the largest and complex securities transactions that encompassed millions of documents with transaction values of $300+ billion.
WE SUPPORT ALL STRUCTURED FINANCE PRODUCT TRANSACTIONS.
SmartRoom’s scalable, flexible platform allows you to create product specific workflows tailored to your existing due diligence workflows.
ABS
Asset Backed Securities
CDO
Asset Backed Securities
NPL
Non-Performing Loans
CMBS
Non-Performing Loans
RPL
Loans
RMBS
Loans
CLO
Collateralized Loan Obligation
17G-5
Collateralized Loan Obligation
STREAMLINE & ACCELERATE COMPLEX STRUCTURED FINANCE TRANSACTION WORKFLOWS
Securities Specific Workflows
SmartRoom’s significant structured finance experience has allowed us to create custom workflows and processes specific to the structured finance market, including investor approvals, bid process automation, Q&A and more.
Dedicated, Customized Support
Our structured finance project managers have 20+ years combined experience and act as an extension of your team. We work with your vendors and service providers to create a streamline process based on your requirements and existing workflows. With 24/7/365 in-house support, we’re always available to meet your needs.
Manage Large & Complex Data
File type agnostic. No limits of size of uploads. SmartRoom was designed to handle intricate structured finance securities data sets. Built entirely from the ground up on the latest technology stack, there are no plugins required for bulk utilities. Experience real-time uploads and easily bulk save and print.
Complete Security & 17g-5 Compliance
Structured finance transactions involve legal reporting requirements that involve the need to securely share confidential documents with multiple stakeholders. SmartRoom ensures that information is protected by the highest levels of security with complete audibility. Control access and modification rights across large user bases so that you can streamline third-party communication while ensuring absolute security and compliance.
Fast, Seamless Data Uploads
SmartRoom has a number of unique tools that make large data uploads fast and easy. Zip large files for faster uploads, upload data directly from your email, and even transfer directly from file storage platforms like Box. Our SmartMove tool even allow you to map and distribute content to folder locations with a single click.
Real-Time Reporting & Analytics
Gain insight into potential investor activity through SmartRoom’s real-time reporting and analytics. Setup custom notifications and alerts to always know who is doing what. See which documents are most active so that you can always stay one step ahead.
CASE STUDY
SmartRoom facilitates $290 billion worth of NPL sales for major financial institution.
Learn how SmartRoom developed and implemented a strategic process that saved thousands of administrative hours and millions of dollars in cost.
Document-Level Security
Restrict view, print, save, and modify rights down to the document level
Custom Branding
Create a seamless expierence for investors by customizing your VDR to match your branding.
SmartDrive
Work with SmartRoom VDR files from the comfort of your desktop
SmartLock
Keep your information secure by remotely detonate documents even after they have been downloaded by end-users.
SmartMove
Map and distribute content within the SmartRoom to different index locations with a single click, eliminating the manual process of moving files and folders.
Reporting & Alerts
Monitor and analyze all activity in your data room to gain insight into investor’s level of interest.
SmartShare
Easily share confidential documents with seamless control through a secure link.
Mobile App
Extend the data room desktop experience to your mobile device so you can securely manage due diligence on the go from anywhere.
Office Online
Create, edit, modify and collaborate on Microsoft Office documents within your VDR.
eSignature with Docusign
Manage NDA’s and other contract signatures directly within SmartRoom. Users can electronically sign documents via DocuSign and save them to the data room.
Q&A
Manage investor requests for information quickly from one secure location.
Zip Upload
Zip large data volumes into a single folder before uploading to your VDR for faster upload speed.
SmartMail
Send documents securely directly to your data room from your email.
SmartPrint
Manage your print queue with the ability to monitor print status, change printers, and automatically include a cover page for each document.
CUSTOMER SUCCESS ACROSS INDUSTRIES
