Feasibility Studies for Lenders, Banks, CDCs & Credit Committees
Wert-Berater provides independent third-party feasibility studies, market analysis, financial modeling and related due diligence for commercial lenders, SBA lenders, CDCs, USDA lenders and credit committees nationwide. Registered lenders can obtain project pricing, generate an engagement letter, select standard or rush delivery, upload underwriting materials and manage the entire assignment through the Wert-Berater lender portal.
One desk for the programs your credit team actually books
Each line goes to the page that owns that topic. Conventional, SBA and USDA pages remain the detailed references; this hub routes you to the right one and to the order flow.
Order a study the way you order an appraisal
A feasibility study should not begin as a week of email. The lender portal keeps the scope, the fee, the engagement letter, the document checklist, invoices and status in one place, scoped to your institution and to the people assigned to each order.
Repeat orders reuse your organization, contact and billing defaults, never a prior borrower's files. Updates to a delivered study open as linked orders so the history stays intact.
What lenders get in every engagement
Fee fixed before the work
The determination is whatever the evidence supports, including conditioned or unfavorable findings.
Fully linked financials
Change an assumption and watch coverage move, instead of taking the conclusion on trust.
Downside and break-even
Moderate and severe cases with the point at which coverage reaches 1.00x stated plainly.
Standard or rush
Delivery dates are calculated in business days against real capacity, not promised in advance.
Review and stress-test before the file reaches committee
Before you register
Who can order through the lender portal?
Commercial and community banks, credit unions, SBA lenders and CDCs, USDA lenders, and the loan officers, underwriters and credit staff who work for them. Borrowers can be invited to an order by their lender.
Does Wert-Berater arrange or place financing?
No. Wert-Berater is an independent provider of feasibility studies and related services. It does not provide financing, broker debt or equity, or advise on investment.
Is pricing shown immediately?
Fees are fixed in writing before work begins. Where an approved pricing rule covers the project, the portal can present a fixed-fee proposal; otherwise the order is routed to manual review and a fixed fee is confirmed before anything is due.
Can the lender rely on the study?
Reliance is addressed in the engagement letter. Name every institution that will rely on the study at the time of order rather than after delivery.
Put the next feasibility study on a portal, not an email thread.
Create an institution account once. Every officer, underwriter and accounting contact you add works from the same order record.
Analytical continuity
After the Investment: Independent Performance Monitoring
Carry the financing case into ongoing loan and portfolio review.
The analytical relationship does not have to end when the feasibility study is delivered. Wert-Berater can continue monitoring the asset against the original underwriting assumptions, updating market conditions, testing coverage, identifying performance variances and maintaining a recurring analytical record.
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Individual Asset Monitoring
- Revenue
- Expenses
- NOI
- DSCR
- Occupancy
- Market rents
- Competitive supply
- Value
- Original underwriting assumptions
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Watchlist Monitoring
Most relevant here- DSCR deterioration
- NOI deterioration
- Occupancy
- Revenue
- Expenses
- Market conditions
- Collateral / value
- Stabilization
- Refinancing risk
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Construction Monitoring
- Progress
- Budget
- Cost-to-complete
- Schedule
- Change orders
- Draws
- Remaining costs
- Lease-up
- Stabilization
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Portfolio Monitoring
- Portfolio performance
- Risk
- Concentration
- Market exposure
- Annual review
- Re-underwriting
- Watchlist
- Portfolio-level trends