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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