The INVIZEN real-time broker-dealer investment claim reduction program function is part of our due diligence services program for broker-dealers seeking to increase their sales on both the buy-side and sell-side of transactions, increase their sales velocity, increase the broker-dealer profit margin, and do this in a way that protects the interests of all the parties at-interest. INVIZEN represents a technological advance for securities sales pertaining to private placement offerings of commercial real estate property businesses commonly aggregated under the Direct Participation Program approach. INVIZEN’s proprietary technology and analytics was specifically developed to address the issue of investment loss severity risk in a way that creates opportunities for more buy-side placement agency agreement sales and create more sell-side sales opportunities by virtue of the differentiation and time-savings that are provided as a side benefit of the way the broker-dealer due diligence services program operates. Proactive cost management on broker-dealer professional liability insurance premiums is now a possible outcome for your firm and that can help go a long way towards leveling the playing field with the big wirehouses. Our pricing structure means you can’t afford to be without it.
The INVIZEN program is the first end-to-end solution that is designed to address CRE property businesses at whatever stage in their life cycle they are in and provide the basis for proactive, real-time prevention of loan and investment losses for the full term of the investment holding period.
Every investor, every lender, every broker-dealer and every investment advisor would like to have the luxury of having their loan or investment completely re-underwritten each and every month of the loan/investment holding period to maximize the opportunity to have investment performance assurance, identify potential problems that could lead to an increase in loan loss severity risk and give them peace-of-mind.
The problem is that underwriting has just been too darn expensive and takes too darn long to be able to meet this need. INVIZEN is the first end-to-end solution that offers due diligence assessments, proactive loan/investment monitoring and real-time underwriting to provide this desired outcome – and do so in a way that is cost-efficient and affordable for any CRE asset valued at $7.5 million or more.
The unique INVIZEN technology is designed to provide proactive protection against a bankruptcy petition resulting from an unforeseen liquidity crisis for the full term and can provide up to 24 months of advance notice of pending market issues that could result in asset impairment. Where INVIZEN detects a potential problem its proprietary technology even provides workout scenarios, redevelopment opportunities and the time to undertake an orderly exit before the train wreck occurs. This virtually eliminates the threat of market risk and investment loss risk on an ongoing basis (providing the broker-dealer and investment advisor with FINRA Rule 2310 ongoing compliance in the process).
This incredible technology is being offered for a limited time to broker-dealers and investment advisors with a special offer that may result in the due diligence services being rendered on buy-side transactions on a cost-free basis. Take the time today to learn about how we are changing the way the CRE finance vertical operates forever. Call us at 832.663.9634 and get a full briefing.