Portfolio Management Support
Managing a portfolio of loans involves continuous monitoring, analysis, and reporting to ensure that all loans perform as expected and potential issues are addressed proactively.
Cost-Effective
We offer the best value for money on the market. Our cost per outcome is generally the most competitive.
Agile
We move fast and have the ability to ramp up complex engagements with urgency and speed.
Quality & Accuracy
We pride ourselves on maintaining 99.95% accuracy levels as well as 100% uptime for our clients’ most mission critical processes.
Secure
We value and respect our clients’ data and intellectual property, and our operations are secure and monitored.
Managing a portfolio of loans involves continuous monitoring, analysis, and reporting to ensure that all loans perform as expected and potential issues are addressed proactively. This ongoing process can be demanding and complex, especially as your portfolio grows. Outsourced lending support from Assivo eases this burden, offering comprehensive assistance in managing and optimizing loan portfolios.
We assist with the day-to-day management of loan portfolios, including tracking loan performance, identifying trends, and flagging any loans that may be at risk. Our team provides detailed analysis and reporting, helping you stay on top of your portfolio and make informed decisions. We also support the ongoing reconciliation of loan balances and the management of payments and disbursements, ensuring that all financial activities within the portfolio are accurately recorded and tracked.
In addition to monitoring and reporting, we help with compliance checks and risk assessments, ensuring that the portfolio adheres to all regulatory requirements and internal policies. With Assivo’s support, you can maintain a well-managed loan portfolio, mitigate risks, and focus on strategic growth initiatives while we handle the complexities of day-to-day portfolio oversight.
90%+ Client Retention Rate
We have a 3-year client retention rate of over 90%. Additionally, over 87% of our clients expand their relationship with Assivo into multiple functional areas after successfully outsourcing their first process to us.
40–60% Average Operating Cost Savings
Our client companies achieve an average cost savings of 40–60% as compared to their in-house operating costs. We convert our clients’ fixed costs into variable costs. We also reduce their recruiting, training, and retention issues.
99.95% Accuracy & High Reliability
Our team has delivered 99.95% accuracy to our clients and continues to do so on an ongoing basis. Our operations are built to maximize accuracy, while maintaining industry-leading uptime. Our clients rely on Assivo to work on their most mission-critical processes.
Trusted by 200+ Leading Organizations for Our Reliability, Experience & Expertise
Define
Share your unique challenges and work requirements, and we’ll create a custom proposal just for you.
Test
Start with a pilot program to see your workflow in action, and we’ll discuss your feedback along the way.
Launch
Go live with a fully trained team of outstanding Assivo staff. Your dedicated team will be overseen by a capable project manager to ensure your needs are met.
Manage & Scale
Provide feedback & growth metrics, and we’ll manage your team’s productivity, work output quality, and size.