Portfolio Intelligence and Monitoring
Make informed business decisions on portfolio
Understand, monitor, and protect your portfolio
Servicing mortgages or home equity lines of credit can be a challenging task, especially with hidden risks that need a comprehensive view and a thorough understanding of your portfolio. That's where Portfolio Intelligence and Monitoring comes in.
It provides you with the mortgage business intelligence you need to make informed decisions. Plus, all transaction and property data are automatically sourced in the platform through an enhanced dashboard, making your job easier.
Get more with less
Leverage multiple data sources with self-service analytics to help reduce operational costs associated with manual research, maintaining multiple vendors, subscriptions, reallocated costs, and licenses.
Drive confident decisions
Use our AI capabilities, analyze your data, and gain a better understanding of your portfolio to assign a confidence grade to your loans. We also have insights to help you protect against any hidden threats.
Uncover hidden risks
Perform portfolio cleansing from loan onboarding through its lifecycle to validate lien security, owner occupancy, and equity. Discover super liens, unconsented title transfers, and other mortgage status.
Get more with less
Leverage multiple data sources with self-service analytics to help reduce operational costs associated with manual research, maintaining multiple vendors, subscriptions, reallocated costs, and licenses.
Drive confident decisions
Use our AI capabilities, analyze your data, and gain a better understanding of your portfolio to assign a confidence grade to your loans. We also have insights to help you protect against any hidden threats.
Uncover hidden risks
Perform portfolio cleansing from loan onboarding through its lifecycle to validate lien security, owner occupancy, and equity. Discover super liens, unconsented title transfers, and other mortgage status.
Ensure greater awareness
Track new activities and transactions across your portfolio. Powered by Cotality's extensive datasets on 153 million updated residential properties, PIM ensures synchronization and operational efficiency.
Know and protect your portfolio
Address risk, conduct oversight reviews, and streamline your operational processes with AI. Analyze your portfolio populated with all property, transaction, and credit data. Get data in aggregate, or filter it by geography, dates, and other related values.
Intuitive UI for easy portfolio upload
The product has a user-friendly, self-service platform that can accommodate clients of any size. In just a few clicks, loan and property information can be seamlessly uploaded, making data submission into portfolios extremely time efficient.
Instantly access key property details
Simplify the review of massive property datasets in a modern platform that allows you to expand and instantly view each property’s key details, loan-level information, and transactional history on a single page view.
Be in the know of updates
The product provides continuous change monitoring and helps identify transactional updates. The dashboard provides downloadable change reports that can be filtered for any period of time.
Seamless data filtering and analysis
Say goodbye to endless filtering in spreadsheets. With our analysis dashboard, your portfolio results are displayed in aggregate with the ability to filter by your portfolio’s geography, dates, or other related values.
Intuitive UI for easy portfolio upload
The product has a user-friendly, self-service platform that can accommodate clients of any size. In just a few clicks, loan and property information can be seamlessly uploaded, making data submission into portfolios extremely time efficient.
Instantly access key property details
Simplify the review of massive property datasets in a modern platform that allows you to expand and instantly view each property’s key details, loan-level information, and transactional history on a single page view.
Be in the know of updates
The product provides continuous change monitoring and helps identify transactional updates. The dashboard provides downloadable change reports that can be filtered for any period of time.
Seamless data filtering and analysis
Say goodbye to endless filtering in spreadsheets. With our analysis dashboard, your portfolio results are displayed in aggregate with the ability to filter by your portfolio’s geography, dates, or other related values.
FAQ
What are the available datasets included in the base analysis?
Are there optional enhancements besides the base analysis?
How does the platform perform its voluntary lien analysis?
What are special liens?
What special liens can this tool identify?
Are trials available?
How can we help you?
Let's get this conversation started! Our team is here to provide you with more information and answer any questions you may have.
Trying to reach us by phone?
Get in touch with our sales team at (866) 774-3282. We're here Monday to Friday from 7 a.m. to 5 p.m. CT.
Looking for support?
Visit our dedicated support page to find support for all our products.
