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Insurance

Compliance

for Commercial

Loan Servicers

We're Patra
 

We're a leading provider of tech-enabled insurance outsourcing services and AI-powered software. We’ve been doing this for over 20 years. We focus on:

  • Certificate of Insurance Review
  • COI Remediation
  • Policy Checking
  • Internal Platform Updates and Data Entry
  • Best Practice Deployment & Documentation

Rapidly evolving market dynamics, such as a distressed insurance market, increased agency oversight, and the complexity of most loan portfolios have driven interest in Patra’s blend of humans + technology.

Our clients focus on commercial multifamily lending, especially federally guaranteed loans. Patra has detailed experience with FHA and GSE lenders and a proprietary loan portfolio.

Want Details?
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Up at night thinking:
 
  • Are the certs compliant?
  • Are the policies compliant?
  • How do I know? Can I prove it to an auditor?
  • Do my people have the bandwidth to think?
  • Can a partner help me diversify my risk?
  • Are reviews being completed promptly?

Leading Insurance Organizations Trust Patra

Patra partners with brokers, agents, underwriters, and MGAs to modernize operating models through the right blend of AI technology and business process outsourcing services.

Security and Compliance

Patra maintains SOC 2 Type 2 compliance and ISO/IEC 27001:2022 certification to ensure the safety and privacy of our clients’ data. Our compliance certifications relate to the principles of security, availability, and confidentiality as the framework for safeguarding data.
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