Set up your Reports
Import previous ABS documents from your files, or have your CSM import clean versions of previous filings from the SEC.
Import data into Wdesk
Export loan-level data from your ERP or other systems. Easily sync exported files into Wdesk to link and manage data.
Build a Framework
Establish a reusable data framework allowing you to link data from workbook to respective filings and exhibits. Maintain data integrity across reports—changed source links automatically update all destinations.
Review and Certify
Run multiple reviews —in-house or third party—in tandem, without creating multiple versions. Create an officer questionnaire, set workflow, and receive automated reminders and notifications when the process is complete. Officers can review and sign from anywhere—on tablet and mobile devices too.
File and Roll Forward
File with the SEC and roll forward for the next period. Gain end-to-end control by managing data and filing within the same system.