CLiP
Every loan in your portfolio, tracked from origination to closure.
CLiP is the Centralized Loan Intelligence Platform: one system for a lending team's portfolio records, repayment alerts, analytics and audit reports, with role-based access for everyone who touches the book.
A loan enters the book once and the same record follows it out. Alerts fire on the schedule, so an account that falls behind comes back into view rather than going quiet.
What you get
Six things your lending team gets.
From the first disbursement to the final repayment, the record lives in one place.
Loan portfolio management
Every loan tracked from origination to closure, with dashboards and a full record per account.
Analytics across the whole book
Trend analysis and performance metrics for the whole portfolio, so you make decisions about the book from its own numbers.
Alerts on schedules and overdue accounts
Alerts go out automatically for payment schedules and overdue accounts, and for any milestone you define yourself.
Multi-user access
Role-based access and permissions, so each person sees and changes only what their role allows.
Security built around financial data
Encryption, secure sign-in and access controls, designed for the kind of data a lender holds.
Reports for audit, compliance and planning
Templates for each report type, which you adapt to your own house format.
What changes
One system of record for the whole portfolio.
One system of record
All portfolios in one place, with one view of what is owed and what is due.
Regulatory reporting from the same data
Compliance and audit reports come straight out of the records your team already works in, so nobody rebuilds them in a spreadsheet for the regulator.
Less re-keying
Routine tasks run automatically, which removes the manual steps where errors start.
Data protection
Encryption and controlled access protect sensitive financial data.
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Details
Start with a free consultation on your system.
Bring the loan book you track today, and whatever you track it in. We spend a working session on it and you leave with written findings. They are yours to act on with us or with anyone else.