How to Keep Your Institution’s Asset Management Compliant

To keep your institution’s asset management compliant, physical capital asset inventory verification is required every two years per 2 CFR 200 Uniform Guidance (UG). Some state and agency-specific mandates may require inventory verification…

Quality of Underwriting Data

After working with numerous clients on the quality of their underwriting data, there are three attributes of commercial properties that underwriters shouldn’t take for granted - construction classification, physically verifying the area, and…

3 Tips for “Spring Cleaning” Your Assets

​​Did you know that 45% of your capital asset data is likely inaccurate or incomplete?  Inaccurate data can mean audits, operational interruptions, compliance violations, or even paying insurance on assets that are no longer in your…