Portfolio

The whole book, on one desk.

Your borrowers and their open items in one place. Each borrower's reporting cycle runs from its credit agreement, and your team sees only what needs a decision.

CORA on a tablet: Northgate Capital's monitoring list with each borrower's state

A closer look.

The portfolio desk: Today's To-Do's, Needs you and Past Due, with each borrower's status beside it

At a glance

Exact to the cent

Exposure across the book is held exactly as the record states it.

Drafts you confirm

Chases and requests are drafted, and nothing goes to a borrower until a person confirms it.

Your tiers on the desk

Approvals reach the named seat on your own approval tiers.

In detail

Act where it sits

Finish the work without leaving the desk.

Answer, approve, chase or extend from the desk itself. The work lands on the deal's record the moment it is done.

  • Today's To-Do's
  • Needs you, for the calls waiting on a person
  • Past Due, for what has not arrived
Across the book

Exposure and status in one view.

See the whole portfolio at once, then ask about it in plain words, from one facility to the full set of relationships you hold.

  • Exposure by borrower
  • Status by facility
  • Answers with their sources named

How lenders use it.

Read the book's exposure

See exposure across the book, exact to the cent, with the change on the prior period beside it.

Questions.

What does the desk show each morning?

Today's To-Do's, the items that need a person and what is past due, across the book.

Do we still chase borrowers by hand?

No. Each reporting cycle runs from its agreement, and chases are drafted for a person to confirm before they go.

Can we ask questions across the whole portfolio?

Yes. Ask about one borrower or all of them, and CORA answers from the record with the sources named.

Who sees which borrowers?

Access follows the role-based permissions your administrators set, with SSO and MFA at sign-in.

Is there a record of what was done from the desk?

Yes. Each act lands on the deal's record with who took it and when.

See your whole book in one place.

Walk through a morning on the desk with a portfolio shaped like yours.