Portfolio Analytics ServicesSee what’s changing. Identify where to act.
Portfolio Intelligence for a Changing MarketQuantarium helps financial institutions analyze property, mortgage, and ownership data across their portfolios and surface the changes that matter. Use these insights to identify retention, recapture, cross-sell, and risk opportunities—without relying on borrowers to tell you what has changed.
Borrowers refinance with competitors, list their homes, or tap equity through HELOCs and cash-out refinances—often before your team knows what’s happening. Quantarium Portfolio Analytics Services gives portfolio managers, risk teams, and servicing leaders ongoing visibility into changes across their loan book, helping them identify opportunities for retention, recapture, cross-selling, and risk management.
Actionable portfolio insights.
See the changes that matter across your portfolio.
Monitor Property Values
Track estimated property values across your portfolio to identify potential exposure, equity changes, and opportunities for deeper review.
Identify On-Market Activity
Know when properties in your portfolio show on-market activity, so your team can identify potential retention, recapture, or other lending opportunities.
Identify New Liens & Ownership Changes
Track new secured or unsecured lien activity—including HELOCs and tax liens—as well as ownership or title-related changes such as quitclaim transfers or transfers into a family trust.
Understand Borrower & Property Status
Gain insight into changes in a borrower’s relationship to the property—for example, when a loan has been paid off, a property has been sold, or a borrower has refinanced with another lender.
Turn portfolio changes into action.
Use timely property and market intelligence to identify exceptions, emerging risks, and opportunities across the portfolio.
From Portfolio Signals to Business OpportunitiesTurn Your Servicing Portfolio Into a Lead EngineIdentify property, mortgage, and ownership changes that reveal opportunities to retain borrowers, recapture loans, and generate new mortgage business.
Retention
Spot signs that a borrower may be considering another lender.
Recapture
Identify properties that have been refinanced, listed for sale, or otherwise changed in ways that may create an opportunity to re-engage.
Cross-Sell
Surface equity, lien, ownership, and property signals that may indicate opportunities for additional products or services.
Risk Analysis
Identify property and portfolio changes that warrant further review.
Discover trends, exceptions and outliers.
Surface meaningful changes across your loan portfolio, so your team can focus attention where it matters.
Why QuantariumBuilt for the Way Your Team Works
Portfolio-Level Intelligence
Analyze thousands of properties across your portfolio and focus attention where it matters.
Flexible Delivery
Access portfolio analytics through the delivery method that fits your workflow.
Actionable Data
Use property, mortgage, and ownership signals to support retention, recapture, cross-sell, and risk decisions.