Portfolio Sync

Many lenders use multiple entities to submit UCC filings. Some may use law firms or title companies to file their highest value or most complex filings. Others file a portion directly with the secretary of state or use other lien service providers. However, having your filings fragmented this way makes it harder for you to have an accurate view of filings and to analyze overall lien portfolio health; and even more difficult to take actions. Now there’s a better way.

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Born from our work with lenders like you

Our experience shows that lenders seek an evergreen, reliable and complete view of their lien portfolio. Seeing all filings, no matter where filed, in one place is critical for complete confidence in their secured lending situation. Some lenders may be aware of situations that might result in gaps in their lien portfolio, but most do not understand the extent of the risk.

The benefits are visible

How often does Portfolio Sync – sync?

Portfolio Sync updates your portfolio with public records filings automatically and continuously, so your information is always up-to-date. You get a complete, holistic view of your lien portfolio and you’re empowered with data to make better, more informed decisions to enhance your lien operations.

Should you file a UCC-3?

UCC-3s are documents that track changes to your existing UCC filings, and there are five different types you can file through iLien: Continuations, Amendments, Assignments, Subordinations and Terminations. Most liens expire in five years but if the debt is still outstanding, if financial interests are transferred or if the debtor, secured party or collateral change, some form of a UCC-3 needs to be considered.

How can I file a UCC3 from Portfolio Sync?

With Portfolio Sync, UCC public records pending expirations are available in a quick view, allowing you to carefully monitor any approaching dates and, if necessary, conveniently file a UCC-3 from the same screen.

What are Public Records?

Public records are documents made available by the government to the public and are available via a county clerk, recorder or assessor. Since UCC filings or liens are filed on public records, they are available online. Portfolio Sync constantly searches the public records to find your filings and updates the information in your portfolio to keep it up-to-date.

Talk to Us

To learn more about Portfolio Sync and what it offers for effective lien management, call us today at 800-833-5778 and arrange a demo.