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On the recordRead 9 Oct 202615 facts
RealINSIGHT
The opened maker pages identify a U.S.-based client team but do not state a company headquarters location.
Plans and prices
Modular enterprise pricing
Priced on request
Price depends on selected modules and services · portfolio loan size and count · number of users
Read 9 Oct 2026 · realinsight.com
On the record
- AI
- The AI module extracts financial document data, spreads operating statements, and provides traceable, reviewable outputs with an audit trail.realinsight.com · read 9 Oct 2026
- Company history
- RealINSIGHT says it was founded in 1997 and rebuilt as a modern cloud platform in 2017.realinsight.com · read 9 Oct 2026
- Data ingestion
- Data can be loaded from CSV or Excel files or delivered through secure automated SFTP feeds, including daily recurring updates.realinsight.com · read 9 Oct 2026
- Disaster recovery
- The Trust Center says its Q3 2026 disaster recovery test was performed on September 18, 2026 and was successful in all regards.trust.realinsight.com · read 9 Oct 2026
- Implementation
- Each client is assigned a dedicated U.S.-based client manager who oversees implementation, data migration, integrations, and role-based training.realinsight.com · read 9 Oct 2026
- Integrations
- The platform integrates with Salesforce, Argus, Yardi, Dropbox, accounting platforms, and market data providers, and includes API functionality.realinsight.com · read 9 Oct 2026
- Intended customers
- The maker lists banks, debt funds, private equity firms, Agency lenders, CMBS lenders, special servicers, life insurers, and mortgage REITs among its client types.realinsight.com · read 9 Oct 2026
- Modules
- Its six core modules are AI, Origination, Underwriting, Asset Management, Loan Servicing, and Securitized.realinsight.com · read 9 Oct 2026
- Penetration testing
- The Trust Center says its latest penetration test was completed in June and earned the highest possible rating.trust.realinsight.com · read 9 Oct 2026
- Product
- RealINSIGHT is a B2B SaaS platform for institutional CRE lenders, investors, and servicers that manages the loan lifecycle from origination through servicing and beyond.realinsight.com · read 9 Oct 2026
- Reporting
- Every platform data field is reportable, and users can build custom dashboards and generate investor reports on demand.realinsight.com · read 9 Oct 2026
- Security
- The maker says the platform is covered by SOC 1 Type 2 and SOC 2 Type 2 reports audited by an independent third party.trust.realinsight.com · read 9 Oct 2026
- Support
- Ongoing support includes a dedicated client manager, monthly collaborative user calls, and quarterly product review webinars.realinsight.com · read 9 Oct 2026
