Intelligent Portfolio

Receive monthly or quarterly reports to provide actionable insights on consumers with positive or negative changes in your portfolio.

Consumer A (Josh)

  • Ramping up balances across multiple credit cards
  • Utilization is up to 80% across his available credit
  • His credit score is steadily declining the past 6 months
  • His credit score has now dropped below 600

Consumer B (Annie)

  • Makes excess payments on her auto and mortgage loans
  • Pays off her credit cards every month
  • Spends $1500 on average on credit cards
  • Her credit score has increased by 20 points

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Intelligent Portfolio


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