In development
LMS · Portfolio Management
See the book the way a CRO sees it.
Individual accounts are operations; the portfolio is strategy. Composition, concentration, vintage behaviour and roll rates — the analytical layer that turns a ledger of loans into a managed book.
Capabilities
What it does
Composition views
The book cut by product, geography, channel, ticket size and tenor — instantly.
Concentration monitoring
Exposure concentration by borrower group, sector and geography against internal limits.
Vintage analysis
Cohort performance by origination period — is this year's book better than last year's?
Roll rates
Bucket-to-bucket movement showing where delinquency is forming and curing.
Channel quality
Portfolio performance traced back to sourcing channel and partner.
Trend alerts
Deteriorating segments surfaced before they surface themselves.
Related
Built around your business
See it on your own book.
A working demo on your products, your hierarchy and your workflows — not a slide deck.