Portfolios are a simple and powerful tool to help your company group your accounts in a flexible way. They can be used to track things like location, account size, investor, servicing company or any other category you choose. Once accounts are assigned to Portfolios, you can filter the account search and reports to more easily track a specific subset of your accounts.

Portfolio categories

Since you might use Portfolios in a number of different ways, you can assign a category to each Portfolio to keep track of its purpose. For example, if you have portfolios for California, Utah, and other states to help track state-level regulations, each of those portfolios could belong to a ‘States’ category. 

These categories are configured in Settings > Loan > Portfolio > Portfolio Categories. The screen lists all of your current categories, and each entry contains an ID, title, and whether the category is active. At the right of each entry are icons that let you toggle the category as active or inactive, edit its name, or delete it altogether. The 'Add' button in the top right lets you create a new Portfolio category.

Portfolio management

With their categories set up, you're ready to configure the Portfolios themselves. Navigate to Settings > Loan > Portfolio > Portfolio Management. 

This screen lists all of the primary Portfolios, and shows their sub-Portfolios beneath them. To the right of each entry are icons to edit or delete a Portfolio (which will also delete any of its sub-Portfolios).

Clicking the buttons to add or edit a Portfolio brings up a window that lets you toggle the Portfolio as active or inactive, select a category, name it, and add or manage sub-Portfolios.

Sub-Portfolios

Sub-Portfolios allow  you to create more specific labels within each Portfolio. So while a Portfolio can help you group your accounts, a sub-Portfolio allows you to organize them even further.

Adding Portfolios to an account

You can add any number of Portfolios and sub-Portfolios to an account, either as you create it or at any time afterward.

New accounts

When creating a new account, the first page includes an 'Add Portfolio' button in the bottom right. From there, choose the category, Portfolio, and (if applicable) sub-Portfolio. You can repeat this process for any number of Portfolios you'd like to add to the account.

Existing accounts

Within an existing loan or account, you can navigate to Loan Settings > Settings to reconfigure Portfolios.

Click 'Edit', then scroll down to the Portfolios section. The 'Add Portfolio' button lets you select new Portfolios for the account, and the 'x' beside each existing Portfolio lets you remove them.