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Portfolio Management


portfolio-managementExpress Portfolio Review is an easy-to-use solution that will help you optimize your risk management strategies and make proactive, informed decisions. This online solution provides better intelligence into consumer credit changes in your portfolio — and with other institutions — while delivering results in less than 48 hours.

Recognize changes and take action sooner

Express Portfolio Review allows you to review your portfolio quarterly, monthly or on any other basis, and leverage the credit scores and attributes that fit your business needs. Use this solution to quickly adjust your strategies to mitigate losses with negative trending customers and improve retention of your best customers.

  • Predict a consumer’s capacity to pay so you can improve:
  • Credit line management decisions
  • Loan modification strategies
    • Preempt delinquency on accounts that may underperform
    • Leverage data in stress testing to help meet compliance requirements


Improve collections with fewer resources

Prioritize collections and align resources with the right accounts.

  • Identify the customers in your loan portfolio that are most likely to pay
  • Implement cost-effective treatment strategies based on segmented accounts


Get more accurate portfolio valuation

Express Portfolio Review can also help you gain additional insight and make more accurate estimations into the value of your portfolio for merger and acquisition decisions.


Express Portfolio Review offers:

  • 17 credit scores including TransUnion Account Management, VantageScore℠  and FICO® Risk Score, Classic 08
  • More than 200 credit attributes, including 27 collections options
  • Pre-packaged attributes by line of business
  • File sizes with up to 300,000 records
  • Real-time file validation
  • Results delivered in less than 48 hours


Contact us today and let’s talk about how we can help you through our portfolio management services.