Moody's Corporation · NYSE:MCO
Moody's — Investor Presentation (June 2022)
30 slides from Moody's's investor presentation, June 2022
Slide 1: Ask the Experts: CreditLens Spreading Tips, Tricks, and Newly Released Features
Ask the Experts: CreditLens Spreading Tips,Tricks, and Newly Released Features June 2022
Slide 2: Newly Released Features: Updates on Shared Platforms and CreditLens CRE
1 Newly Released Features: Updates on Shared Platforms and CreditLens CRE
Slide 3: Navigation and UI Enhancements
Navigation and UI Enhancements 1. Utilize the new Frame Design Standard that will be implemented across Banking. 2. Add icons and nav minimize feature which is already being used across Banking. 3. Move global menu items to the top bar, simplifying the left nav. 4. Make the nav responsive (show and
Slide 4: Top Bar
Top Bar Benefits Functions consolidated into the top bar for convenience: • All Search • MARQ Portal and Tracking & Testing • Documents and Reports Alerts has also been moved to the top bar CreditLens Webinar - CRE 4
Slide 5: Left Navigation
Left Navigation Minimize/Maximize Navigation Property Analysis Asset Analysis Benefits • The left navigation will collapse to show only the icons, freeing up real estate. • Simplify the left navigation based on a user’s search, hiding unnecessary icons. • Make the navigation responsive (show and hid
Slide 6: Angular Update and Context Bar
Angular Update and Context Bar Benefits • CRE Pages are updated with a modern look and feel, consistent with our other banking applications. • The secondar top bar identifies the type of data being viewed on the screen. • Below marks the different color code. CreditLens Webinar - CRE 6
Slide 7: CreditLens CRE Features in 2022
CreditLens CRE Features in 2022 MA CRE Data Integration Automated Rent Roll Spreading Enhanced NOI Grid CRE Credit Memo with Live Preview Digitize and normalize rent-roll/ Streamlined NOI and DSCR Deal-level credit memos Auto-populate property, market data. Reduced unit-mix data from any typ
Slide 8: Access to MA CRE Data
Access to MA CRE Data Benefits • Access to Property & Market key insights early in the lending journey • KPIs • Rent & Vacancy Trends (Historical & Forecast) • Supply Analysis & Absorption Trends • Demographics data • Run Comps analytics on preferred properties • Data rich reporting CreditLens Webin
Slide 9: Rent Roll Enhancement & Automation
Rent Roll Enhancement & Automation Benefits • Supports rent roll tracking for multiple periods & maintains history • Eliminates time-consuming manual data entry activities Document Status thus improving efficiency & Tracking accuracy • AI/ML based document processing • Supports different type of fil
Slide 10: Combine Unit Mix-level accounts into summary-level account
Combine Unit Mix-level accounts into summary-level account Points to Highlight Multiples unit mix for different periods • 3 new entry methods were created to fetch the combined values directly from the unit mix screen Benefits • Less cluttered view of NOI Grid without loss of functionality • Consis
Slide 11: Use the Rent Roll information on NOI
Use the Rent Roll information on NOI Data, Steps and Points to Highlight • 3 new entry methods were created to fetch the values from Rent Roll screens • Information for the fields can be retrieved from the rent roll screen: Actual Base Rental Income, Area Rental (Sq.Unit) and Expense Reimbursements.
Slide 12: New flow to use the entry method
New flow to use the entry method Data, Steps and Points to Benefits Highlight • Ability to easily understand • To use the entry methods, how a statement was need to turn on the constructed Analysis Details • A new operator concept • Removes friction from the was created to help on the process of cha
Slide 13: Show Per Unit and %EGI for each statement
Show Per Unit and %EGI for each statement Data, Steps and Points to Highlight • 3 new entry methods were Click here to created to fetch the values turn on the from Rent Roll screens new columns • Information for the fields can be retrieved from the rent roll screen: Actual Base Rental Income, Area R
Slide 14: NOI Results and Ratios
NOI Results and Ratios Moved from Results and New Ratios Ratios • Total Debt Service • Income Totals • Net Cash Flow after Debt • Effective Gross Income Service • Potential Gross Income • Net Cash Flow after Debt • Total operating Service Override Expenses • Total Loans Override • Net Operating Inco
Slide 15: Credit Presentation
Credit Presentation In the General Info tab, a Benefits Live Preview toggle will be available for the user. Once Live Preview is turned on, the user will be able to see in a single screen, Credit Memo data and narrative boxes for the user to provide supplemental Zoom in/out information. • The user w
Slide 16: Spreading Tips & Tricks
2 Spreading Tips & Tricks
Slide 17: Recently Viewed Entities
Recently Viewed Entities End Users CreditLens Webinar - CRE 17
Slide 18: Default Rounding
Default Rounding Administrators (must have admin rights) CreditLens Webinar - CRE 18
Slide 19: Preference Settings
Preference Settings End Users CreditLens Webinar - CRE 19
Slide 20: Show Accounts with Values Only
Show Accounts with Values Only End Users CreditLens Webinar - CRE 20
Slide 21: Help System
Help System End Users – for example find calculations CreditLens Webinar - CRE 21
Slide 22: Default Reports
Default Reports End Users CreditLens Webinar - CRE 22
Slide 23: Required Fields
Required Fields Administrators (must have admin rights) NOTE: Be patient, this takes some time to load CreditLens Webinar - CRE 23
Slide 24: Deleting Entities
Deleting Entities End Users CreditLens Webinar - CRE 24
Slide 25: Deleting Entities
Deleting Entities Administrators (must have admin rights) CreditLens Webinar - CRE 25
Slide 26: Learning Platform
3 Learning Platform
Slide 27: Learning Platform
Learning Platform CreditLens eLearning CreditLens Webinar - CRE 27
Slide 28: Client Services
Client Services 1. ma_techsupport@moodys.com 2. 212-553-1653 CreditLens Webinar - CRE 28
Slide 29: moodysanalytics.com
CreditLens Client Services ma_techsupport@moodys.com moodysanalytics.com
Slide 30: CreditLens Webinar - CRE
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