Trusted Data for the AI Era

More Tools to Help Credit Teams Scale Faster

Morningstar Credit CMBS Surveillance Premium builds on the trusted market coverage, analytics, and monitoring capabilities of CMBS Surveillance with additional advanced tools designed to help credit teams scale their surveillance workflows more efficiently. Compare the plans to determine which solution best fits your team's needs.

Compare Plans

Advanced Tools that Power Users Need

Portfolio Intelligence: Loan signals surface special servicing transfers, appraisal changes and other events.

Newsflash, Answered: Ask a question in plain English and get sourced, dated headlines back instantly.

AI-Assisted Loan Review: Every loan gets a servicer summary, a Morningstar valuation view, and flagged key risks — generated automatically each period.

AI-Powered Functionality

+ AI Assistant Access via MCP

Connect CMBS Surveillance data to Claude, ChatGPT, Copilot, and other AI assistants via MCP.

+ Portfolio Intelligence

Highlights the loans that have changed the most since your last review, with urgent flags noted.

+ AI Servicer Commentary Summaries

Turns raw servicer commentary into a concise summary every period.

+ Servicer Commentary Sentiment

Flags the latest commentary as positive or negative.

+ Loan Key Risks

Flags leverage, tenant concentration, and other risks directly from loan data.

API Integration for Scaling

+ Bring Your Own Comments API

Programmatic access to retrieve and manage your own loan-level comments.

+ Bring Your Own Documents API

Push your own loan documents into the platform programmatically.

+ Portfolio Sync API

Keep platform portfolios in sync with your own systems.

Your Own Loan Commentary

+ Bring Your Own Loan Commentary

Add and manage your own commentary on any loan, alongside servicer and Morningstar commentary.

CMBS Surveillance Premium also Includes:

Complete Coverage

Entire US Market
All loan and property information
Financial and OSAR history
Loan comps
Full loan capital stack
Servicer commentary history
CMBS deal information
Key deal documents

Morningstar Exclusives

Morningstar research
Morningstar Newsflash
Morningstar commentary
Morningstar valuations and loss forecasts

Key Features & Functionality

Manage portfolios
Portfolio metrics
Track portfolio changes
Saved search alerts
Report Stream with alerts
Bring Your Own Loans

Compare Our Plans

See exactly what's included at every tier, from CRE Explorer to CMBS Surveillance Premium.

CRE Explorer Core

Complete Coverage

Entire U.S. market
All loan & property info
Financial & OSAR history
Loan comps
Full loan capital stack
Servicer commentary history

Morningstar Exclusives

Morningstar research
Morningstar Newsflash

Key Feature

Saved search alerts

CRE Explorer Plus

Everything in Explorer Core and:

Added Deal Coverage

CMBS deal information
Key deal documents

More Morningstar Exclusives

Morningstar commentary
Morningstar valuations & loss forecasts

CMBS Surveillance

Everything in Explorer Core and Plus and:

More Added Features

Manage portfolios
Portfolio metrics
Track portfolio changes
Report Stream with alerts
Bring Your Own Loans

CMBS Surveillance Premium

Everything in CMBS Surveillance and:

More Robust Tools

Bring Your Own Loan commentary
Bring Your Own Comments API
Bring Your Own Documents API
Portfolio sync API
MCP for AI assistants
Portfolio intelligence & urgent flags
AI servicer commentary summaries
Servicer commentary sentiment
Loan key risks

The Morningstar Difference

Rating-Agency-Grade Quality

A disciplined, transparent credit framework trusted across market cycles and built on Morningstar DBRS methodologies.

Speed With Accountability

Timely surveillance, remittance insights, and valuation updates backed by dedicated analyst coverage.

Context to Drive Decisions

Integrated news, research, and surveillance commentary that connects data to real credit implications.

Ready to See CMBS Surveillance Premium?

Talk to our team about upgrading your CMBS surveillance workflow.

Talk to our Team