January 7, 2026 •Kate Machado
Press Release
FOR IMMEDIATE RELEASE
Today, Summit announced the launch of CredInsight, a cloud-based Software as a Service (SaaS) platform that transforms federal credit modeling, budgeting, and audit compliance. As the first commercial solution that's fully compliant with unique federal requirements, CredInsight combines Summit’s specialized knowledge of federal credit with commercial best practices. With CredInsight, agencies can streamline operations, reduce manual processes, and uphold rigorous compliance with federal financial management standards.
Since the Federal Credit Reform Act of 1990 (FCRA) passed, federal credit programs have expanded significantly in scale and complexity. Yet, agencies continue to rely on disconnected spreadsheets, legacy systems, and manual workflows to manage obligations, reestimates, and portfolio oversight. CredInsight addresses these challenges through a unified, modular solution that supports every stage of the credit life cycle—from loan obligation and budget formulation to portfolio management, reestimates, and audit readiness.
“After 35 years of FCRA, federal credit programs need tools that match the sophistication and pace of today’s policymaking,” said Anthony Curcio, Senior Partner. “CredInsight combines commercial approaches with Summit’s deep domain expertise to help agencies achieve efficiency, transparency, and compliance in one integrated solution.”
A Comprehensive, Compliant, Modern Solution
CredInsight offers a configurable suite of tools for loan-level and portfolio federal credit operations. By integrating core modeling, budgeting, and oversight functions into a single platform, agencies can increase automation, reduce manual handoffs, and support comprehensive audit trails of model inputs and outputs.
To ensure transparency, traceability, and compliance across credit activities, CredInsight also aligns with Office of Management and Budget (OMB) Circulars A-11 and A-129, Federal Accounting Standards Advisory Board (FASAB) standards, and Government Accountability Office (GAO) audit requirements. A modern technical architecture and intuitive interface remove redundant data handling and enable real-time tracking of appropriations and loan performance—reducing errors and empowering staff to focus on mission delivery and policy priorities.
“Federal loan programs face increasing demands for data-driven policymaking and rapid reestimates,” said Albert Lee, Founding Partner. “CredInsight offers both the automation and analytical rigor needed to meet those expectations while maintaining full compliance with federal standards.”
About Summit
Summit uses commercial applications to guide public sector lenders toward smarter, data-driven decisions. For two decades, Summit has guided federal lending programs through advanced modeling, policy analysis, and audit preparation. The foundation of our work is deep domain expertise in federal credit, risk management, and financial analytics.
For more information about CredInsight, visit summitllc.us/credinsight or contact CredInsight@summitllc.us.
Media Contact
Kate Lynch Machado
Director of Strategic Growth
Kate.Machado@summitllc.us
(202) 407-8309