Full-Service Portfolio Management
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High Impact's full-service portfolio management helps lenders actively manage their portfolios to support borrowers, identify risks, and prepare effective reporting for internal and external stakeholders.
Our portfolio management service is used by lenders who want to improve how actively they monitor their portfolio, but may not have the staff capacity to do so internally. Engaging High Impact for portfolio management may be the first time a client is separating portfolio management from the lending function--an important step in the maturity of a growing lending institution--or they may be outsourcing management of a specific portfolio of loans to maximize the capacity of their on-staff team. |
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Disability Opportunity Fund has been a High Impact client for over four years relying on the firm for underwriting and portfolio management services, including risk analysis. Peter and his team provide an excellent client experience.
Charles D. Hammerman, President and CEO, Disability Opportunity Fund
Whether you are supplementing internal staffing capacity or implementing dedicated portfolio management for the first time, leveraging High Impact's impact lending expertise is the right solution for you. Our core services include:
High Impact's full-service portfolio management is a hands-on service carried out by our team of impact lending experts. We service portfolios with 30 loans or fewer, with a specialty in affordable housing and community real estate lending.
Would you like to learn more about our services? Contact us at analysis@highimpactanalysis.com to learn how we can serve you.
- Collection and Analysis of Periodic Reporting
- Soliciting required periodic reporting from borrowers
- Analyzing the content of periodic reporting and testing any loan covenants
- Issuing loan-level and summarized portfolio-level outcomes of periodic reporting
- Loan Monitoring
- Serving as first point of contact for borrowers (excluding servicing-related concerns)
- Consistently monitoring all loans, including increased monitoring of problem loans
- Loan Reviews
- Preparing loan reviews
- Updating risk ratings
High Impact's full-service portfolio management is a hands-on service carried out by our team of impact lending experts. We service portfolios with 30 loans or fewer, with a specialty in affordable housing and community real estate lending.
Would you like to learn more about our services? Contact us at analysis@highimpactanalysis.com to learn how we can serve you.
