What is Portfolio Monitoring?

Our portfolio risk report and alerts are easy-to-understand and make next-step decisions easy to make.

  • Portfolio Monitoring reports are run quarterly and paired with email alerts for the most critical environmental condition changes, making developing issues less likely to become major ones.
  • Our dedicated Environmental Professionals have compiled portfolio data in a way that’s easy to digest, understand, and take action on.
  • You will receive clear, concise suggestions and guidance on next-step recommendations for properties that experience changes while under monitoring. Work with our dedicated customer success representatives to understand the best solution for whatever issue may arise.
  • You can also create groupings based on the loan amount, suspect or non-suspect properties, by industry categories or by building type. The possibilities are unlimited and highly flexible.