Varro Financials
One reporting process.
From collection to completion.
Varro Financials connects lenders, servicers, and borrowers to simplify document collection, financial analysis, and reporting across the entire loan network.
The Varro Portal
Financial reporting.
For both sides of the loan.
For Lenders
Standardized workflows: Connect lenders and servicers through centralized workflows that simplify coordination and ensure consistent financial reporting.
Portfolio visibility: Monitor reporting progress, track outstanding assignments, and gain greater insight across your portfolio.
Tailored reporting: Standardize financial reporting around CREFC requirements or configure for lender-specific preferences.
Integrated data delivery: Simplify financial data transfers with configurable reporting outputs and direct integration into existing servicing platforms.
For Servicers
User management: Control user permissions, assignments, and access across teams to support efficient financial reporting workflows.
Reporting progress tracking: Track reporting status across loans, manage outstanding assignments, and keep teams aligned throughout the process.
Centralized document management: Request, collect, and organize borrower financial statements and rent rolls through one automated workflow.
Assisted financial analysis: Streamline financial spreading and rent roll analysis with automated data extraction and standardized review workflows.
Built for Modern Financial Reporting
Standardize each step with the right technology.
Financial document collection
Streamline borrower financial requests, collect operating statements and rent rolls, and manage supporting documents through one centralized platform.
Automated financial spreading
Simplify financial analysis with automated data extraction, standardized income and expense classifications, and configurable lender reporting requirements.
Rent roll analysis
Capture tenant-level data, analyze occupancy and rental income, and calculate key property metrics through integrated rent roll analysis tools.
Financial adjustments and normalization
Apply financial adjustments, normalize reported income and expenses, and calculate standardized financial metrics for consistent loan analysis.
Review and quality assurance
Validate financial information, review adjustments, document exceptions, and finalize submissions through structured review and approval workflows.
Reporting and data delivery
Generate lender-specific financial reports and deliver structured data, exports, and supporting documents to downstream systems.
The shift
Turn reporting challenges into
operational advantages.
Documents arrive in many shapes and get rekeyed.
Documents arrive once and land in your standard.
ACHIEVE
One streamlined process. From collection to completion.
Varro Financials streamlines each step of the reporting process from document collection, spreading, and data validation to final delivery. Featuring industry-standard CREFC and lender-specific requirements, each report is delivered complete and ready for lender review.
- Step 1Document collectionRequest and collect borrower financial statements, rent rolls, and supporting documents through one centralized platform.
- Step 2Financial spreading Capture and organize financial data into standardized income and expense categories based on lender-specific reporting requirements.
- Step 3Report validationAssess financial data, apply adjustments, and finalize reports through a structured review process.
- Step 4Data deliveryGenerate completed financial reports and deliver standardized data and supporting files to lender systems.
The Edge
Standardize the process. Automate the routine.
Varro Financials helps lenders and servicers standardize reporting requirements, reduce manual effort, and streamline data delivery through one connected workflow, improving efficiency, reporting consistency, and visibility across the loan network.
Standardize lender requirements
Establish consistent reporting across your loan network with CREFC-based standards or configure to standardize individual lender requirements.
Automate manual steps
Minimize repetitive data entry, simplify financial analysis, and free up valuable time for higher-priority responsibilities.
Accelerate data delivery
Simplify the transfer of completed financial reports and supporting data between servicers, lenders, and downstream systems.
The Impact
Reclaim 75% of the time spent on financial reporting.
Reduce the manual effort behind financial spreading, adjustments, and analysis. Varro Financials helps teams accelerate reporting cycles, improve operational capacity, and spend more time reviewing financial performance instead of processing data.
Keep Exploring
Connected solutions.
Greater portfolio visibility.
Varro Financials works alongside our inspection technology and nationwide field services to simplify property oversight, coordinate reporting, and bring critical loan information together in one platform.
Get started
Modern financial reporting
starts with the right technology.
Every lender and servicer has unique financial reporting requirements. Whether you’re looking to streamline financial analysis, standardize reporting, or simplify data delivery, our team is ready to help you find the right approach for your organization.