View 01
Portfolio summary
Funded, collected and outstanding across the whole book — one governed figure set, dated.
View 02
Capital flows
Inflows and outflows over time, so deployment and returns are visible together.
View 03
Concentration & cohorts
Exposure by segment, grade and vintage — where the book is weighted, and how that is changing.
View 04
Exception queue
Accounts flagged for review, ranked by priority, each carrying its evidence.
View 01
Performance overview
How the portfolio is behaving, on an approved and dated basis — no unreconciled numbers.
View 02
Cash-flow views
Collection activity and distributions over time, by period and by cohort.
View 03
Maturity & cohorts
How each vintage is seasoning against the assumptions it was underwritten on.
View 04
Controlled reports
Dated, role-approved reports and exports — the same figures management sees.
View 01
Deal pipeline
Every file, its stage and its owner — what is waiting on whom, today.
View 02
Reconciliation
Expected versus observed account activity, matched line by line and flagged where it differs.
View 03
Monitoring alerts
Changes in payment behavior surfaced early, for a person to review — never auto-actioned.
View 04
Account reviews
Underwriting context carried forward, so no account is reviewed from a blank page.
AI Portfolio Assistant
"How has concentration shifted across recent cohorts?"
Plain-language questions, answered only from approved, role-authorized data — every figure dated and sourced. Stale sources are flagged, not guessed.
Role-aware accessSource dates on every viewControlled reports & exports