Portfolio Management Solutions

Identify growth opportunities and manage risk with Clarity’s portfolio management solutions. Our tools help lenders manage portfolios and increase customer retention by recognizing changes in borrowing capacity or financial stress for existing customers. Increase revenue by identifying when to extend additional credit or seize opportunities to up-sell or cross-sell to existing customers.

Learn more about Clarity’s portfolio management solutions:

Clear Portfolio Alerts™

Clear Portfolio Alerts is a proactive portfolio management tool that creates customer touchpoints based on risk and retention triggers. Risk triggers can signal recent derogatory changes to a consumer’s credit profile, allowing you to resolve potential issues before they impact your bottom line. Retention triggers identify existing customers who are shopping for new credit, enabling lenders to strengthen their customer retention strategies.

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Clear Account Review™

Clear Account Review gives you the ability to monitor your consumers’ credit profiles throughout the life of the loan to manage risk. It enables you to identify negative and positive changes to a consumer’s credit profile, allowing you to take timely action and make better risk management decisions.

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Clear Express Portfolio Review™

In times of heightened economic uncertainty, you need the ability to immediately review open accounts so you can take action to retain good consumers and mitigate risk.

With Clear Express Portfolio Review, you can monitor a consumer’s credit status by running weekly batch account reviews, allowing you to better control risk in portfolios and take action. This product enables you to quickly identify both positive and negative updates to consumer credit profiles due to the current economic environment, including changes to employment, stability, recent loan activity (new inquiries and new accounts) and positive and negative loan performance.

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