About Us

Equi-Trax Asset Solutions, LP, is based in Santa Barbara, Calif., and was formed in 2007 by a core team of experienced bank executives that chose to address the information gaps that existed in the valuation products they received from their vendors. Getting its start by providing broker price opinions to southern California financial institutions, the company quickly grew to meet a range of collateral valuation needs for national lending institutions and mortgage servicers, loss mitigation specialists, mid-tier banks, Wall Street firms, hedge funds and other investors who use collateral valuation as a hedge against risk in real estate transactions. The firm’s technology platform uses over 400 data rules and connections to over 25,000 certified, evaluated and performance-rated vendors, many of which are NABPOP certified members, to give its clients the information they need to manage and mitigate risk appropriately. Today, Equi-Trax is leading the industry through the use of detailed analytics, quality control, valuation accuracy and service flexibility. In addition, we provide customized solutions focused on Products, Service, Technology and workflow gaps.

A commitment to high standards for BPO / CMAs and other collateral valuation products

EquiTrax has adopted the Broker Price Opinion Standards and Guidelines (BPOSG), a compilation of standards and best practices for BPO / CMA practitioners, real estate agents and brokers, created by the BPO Standards Board (BSB) in conjunction with NABPOP. These guidelines are consistent with the company’s own standards for high quality collateral valuations. The document outlines ethical practices for BPO / CMA practitioners and provides guidance on conduct, disclosures, proper application of techniques and more. The guidelines contained in BPOSG establish a benchmark by which vendors can measure their performance and companies can set realistic service level agreements. This is important to any company that takes Service Level Committments as seriously as Equi-Trax does.

Valuations you can trust from a company built on trust

Equi-Trax has experienced significant growth, both in number of valuation vendors it partners with and the number of clients it services. This growth has been fueled by success that comes from relationships built on mutual trust, which is supported by reliable and consistent performance through:

  • Vendor screening and performance rankings
  • Use of technology to mirror USPAP standards across 400+ data points on BPO / CMAs
  • Rigorous manual QC review/audit of every order
  • Internal QC analytics to measure, track, and monitor BPO values as compared to appraisal values

To find out more about the services we can offer your institution, contact us today.