Contact Us

How FinacPlus Empowered a Leading US Residential Real Estate LenderFrom Charlotte, NC: Case Study of Scaling for Success

Share

Challenge:

In October 2022, a prominent US residential real estate lender, specializing in real estate debt, equity investments, and distressed opportunities, recognized the need for a robust back-office operation to support its rapid growth. Offering key products like Residential Transition Lending (RTL) and Business-Purpose Loans (BPL), the organization needed to strengthen its operational foundation and improve service delivery to loan originators nationwide. 

They sought a trusted partner to handle essential back-office functions, including underwriting, asset management, collateral processing, accounting, table funding, and IT support.

Solution:

FinacPlus emerged as the ideal partner to address these operational challenges with tailored virtual back-office solutions. The engagement began with a single resource supporting asset management.  Impressed by FinacPlus’s Backoffice efficiency and expertise, the client steadily expanded the scope of collaboration, leading to a team of over 20 seasoned professionals.

The partnership now encompasses:

Comprehensive Underwriting Reviews: Providing precise analyses and actionable insights for informed loan decisions.

Due Diligence Operations: Ensuring compliance with investor requirements and facilitating seamless loan trading processes.

Strategic Asset Management: Enhancing portfolio performance while mitigating potential risks.

Accounting and Compliance: Delivering full-spectrum support for financial management and regulatory adherence.

Technical Support: Providing dedicated IT resources to meet the client’s evolving technological needs.

FinacPlus’s approach to scalability and customization has been instrumental in enabling the client to shift its focus from operational bottlenecks to strategic growth. By establishing a high-performing and cost-effective operations hub in India, the collaboration has laid the groundwork for sustained business success.

Impact:

Accelerated Growth: FinacPlus has supported the client’s transformation into an industry leader by establishing a scalable and resilient operational structure.

Operational Streamlining: Our high-quality, reliable back-office support allows the client to focus on core business objectives.

Cost Optimization: The India-based operations have delivered significant cost savings without compromising quality, ensuring competitive efficiency.

Strategic Alignment: We continuously adapt to the client’s evolving needs, fostering a collaborative relationship that drives mutual growth.

Keywords: Virtual Process Services, US Private Lenders, Real Estate Investment Companies, Residential Transition Lending, RTL, Business-Purpose Loans, BPL, Underwriting, Asset Management, Collateral Processing, Accounting, Table Funding, IT Support, Due Diligence, Loan Trading, Back-Office Support, Scalable Solutions, Offshore Support, Real Estate Lending, US Real Estate Finance, Distressed Opportunities, Equity Investments, Real Estate Debt

Ready to Transform? Let's Talk!

Unlock your business’s potential with our tailored virtual solutions. Let’s discuss how we can help you grow and succeed!

Get in Touch

Start your journey with FinacPlus for Operational excellence

Tailored solutions to meet your business’s unique needs, ensuring maximum effectiveness and Cost Reduction.

  • Tailored Solutions
  • Transparent Communication
  • Exceptional Support
  • Expert Team
Our Solutions

Related Case Studies

View All

Driving UK Car Finance Growth with Scalable Back-Office Support- Oxford, England

In 2019, a pioneering UK car finance company, experiencing rapid growth in the used car loan market, partnered with FinacPlus to support their back-end payout process.

Connecticut Mortgage Loan Funding Firm: Fueling Explosive Growth for a US Nationwide Private Lender

In 2018, a rapidly expanding nationwide private direct lender, specializing in short-term fix-and-flip financing and long-term rental financing for real estate investors, sought to establish robust back-office operations to support its growth trajectory.

Calabasas, CA REIT: Powering Deal Flow for a US Investment Advisory Firm During a Market Slump

In Q1 2022, a progressive investment advisory firm, dedicated to securing top-tier commercial real estate deals for its investors, engaged FinacPlus amidst a challenging US real estate market.

Quick Links

Our Services

Address

Design & Developed By
NEXEVO TECHNOLOGIES

© Copyright @ 2024 | FinacPlus
– All Rights Reserved.

Facebook Instagram X-twitter Linkedin Youtube

Prabhakar Rao Kotapati

CEO & Co-Founder, FinacPlus

Linkedin

Chief Executive Officer and Visionary Leader

Prabhakar, the Chief Executive Officer and co-founder of FinacPlus, brings over 32 years of rich experience in the fields of accounting, operations, and financial services. His leadership is the driving force behind FinacPlus’s success, with responsibilities spanning operations, business development, client relations, data research, collection methodologies, process design, and technology tools.

A Journey of Expertise and Innovation

Prabhakar is a Qualified Accounting Professional, Content Operations Leader, and a Process Innovator. He excels in investment intelligence development, financial services, outsourcing, process design, quality control, corporate governance, internal auditing, and IT-enabled services. His ability to incubate new processes and ideas has helped numerous organizations thrive by saving millions and building efficient systems.

Building Teams and Inspiring Leadership

With a proven track record of envisioning, planning, recruiting, and training teams, Prabhakar has built leadership at all levels in the companies he’s served. His unique talent lies in understanding client requirements, which has allowed him to initiate databases and replace costly external vendor services, ultimately benefiting investment professionals.

Career Milestones

  • FinacPlus (Co-founder) – Leading the company towards innovation in financial processes and technology.
  • Shore Group Associates – AVP, Data Analytics
  • S&P Global Market Intelligence – Senior Director, Corporate Data Analytics (13+ years)

Professional Achievements and Memberships

  • He completed his Master of Commerce in 1993 and a Diploma in Information Systems and Audit in 2007.

Prabhakar holds several prestigious memberships:

  • Fellow Member of Cost Accountants of India (1994)
  • Fellow Member of Chartered Accountants of India (1996)
  • Member of All India Management Association (1997)
  • Associate Member of Company Secretaries of India (2007)
  • Member of Lead India National Club (2007)

A Visionary Leader in Data and Process Innovation

With his extensive expertise, Prabhakar continues to lead FinacPlus towards excellence by integrating technology and innovative processes. His passion for client success and operational efficiency ensures that FinacPlus remains at the forefront of financial services.