A Unique Platform
to Assess, Store
& Distribute
EU Taxonomy
Aligned Data
The ENGAGE Portal is a dedicated IT infrastructure with a three-fold function:
- A tool to assess the alignment of real estate financing activities, including mortgages and home renovation loans, with the EU Taxonomy Regulation;
- A centralised repository for sustainable finance information from banks and lending institutions;
- A source for data users, such as institutional investors, to perform their due diligence on the sustainability alignment of residential real estate portfolios.
Assess the Alignment of Real Estate Financing Activities with the EU Taxonomy Regulation
Lending institutions will upload the ENGAGE Templates with information of their respective loan portfolios or transactions. Through a simple “click” the ENGAGE Portal will process the data uploaded and will produce two private reports accessible to the lending institution:
- An EU Taxonomy alignment report
Alongside the generation of a data quality report, the ENGAGE Portal issues an EU Taxonomy alignment report based on the adherence of the loans with the technical screening criteria for activities 7.1, 7.7 or 7.2 of Annex I of the Climate Delegated Act.
- A data quality report
The ENGAGE Portal integrates the ENGAGE Templates, as well as a series of data quality rules that help institutions identify and correct integrity, consistency and timeliness data errors.
In addition, the ENGAGE Portal can also detect format errors in the reported files and allows the resubmission of the files for reassessment.
The EU Taxonomy alignment report includes a breakdown by section (7.1, 7.7,7.2), facilitating both an aggregated and a granular view of the degree of alignment, at percentage, loan amount, building units amount and balances.
Try the ENGAGE Portal Free of Charge Until October 2025
Centralise, Manage, and Share ESG Information
The ENGAGE Portal operates as a virtual data room for ESG information where lending institutions can safely store the ENGAGE Templates, as well as additional relevant ESG documentation.
The information is stored in a private area managed by the relevant financial institution.
Access Data for Due Diligence Purposes
Lending institutions uploading ESG data to the ENGAGE Portal can make the portfolios or transaction data available to third parties at their discretion.
Through an automatic invitation managed directly through the ENGAGE Portal, investors may be given access to the relevant deals and review the required information to comply with their due diligence process.
Become a Trial User
The ENGAGE Portal is currently being tested by various lending institutions, including the two ENGAGE Pilot Partners, NN Bank and UCI.
To become a trial user, request the Trial User Agreement Form here. The free of charge trial period will end in October 2025.
The ENGAGE Consortium regularly presents updates on the development and usage of the ENGAGE Portal, including live demos. For more information on the next webinar session, visit our events page.