A Testimony
First, I am sending this to anyone and everyone at Carlisle. You are welcome to share with anyone outside the firm if you wish.
Hopefully, everyone at Carlisle gets this on the support email. If not, please forward on to them for me.
Yesterday Paul was helping me with another
of my crazy cashflow ideas. After several hours on a zoom call, I concluded I needed to figure some things out on my own, and then schedule
a follow up call to implement what I needed. In Paul's normal patient way, he walked me through it to the point that I could see my idea would work.
As some of you know, I am working on a large trade as a principal and have been for several months. I hope to close in June. During the time of
this trade several things happened that I want to share.
- Paul rewrote one of my cashflow scenarios so I could capture more reality rather than projections. He is now helping me refine this even more. For me it changes how I can look at trades and possible investment scenarios. Thanks Paul!!
- Dave built a series of tools that allows me to read monthly cash transactions and create a very very accurate 12-month payment history counter. The ability to be even close to accurate on the counter is simply amazing. In all my years I have never seen any servicing system have it correct... not once. This tool saved me an estimated 60-100 man hours on the initial use. I have used it twice since and did so again today. It worked flawlessly and I detailed 24 months of cash transactions and created a pay history string in under 10 minutes analyzing over 17 thousand loan level transactions across 7 years of data. Yes, I used to do that crap by hand as stupid as that sounds. Thanks Dave!!
- This week Chala provided me a solution that not only fit the need, but improved the outcome for reporting, so the data became understandable and useable to anyone on my team. Thanks Chala!!!!
- Today I used a new object "the optimizer" which is awesome for a specific need I have for the trade. I also realized this object could be used in other lines of business. I have related this to those teams. Thanks Dave!!
- Bob and Norbert, you have dragged me out of so many ditches over the years I can not count them all. Thank you both!! The above just happened to be of late, but over 25 years I have gotten into some real data pickles and you both were always there to assist.
Where am I going with all this? Well, I was thinking about what I said to Paul. It has been close to 25 years that I have used and enjoyed the benefits of CAS.
More importantly the benefits of the Carlisle staff. Without whom none of my crazy ideas, hopes of managing single handedly more data than anyone person should
and being able take on opportunities without hesitation. Much of this is a tribute to the tool that I love and depend
on (CAS) and more importantly those that make it work no matter how stupid, silly, or smart my ideas may be.
Thank you all for what each of you has done for me personally and for the firms I have built or helped build over the years.