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Portfolio Investor Insight® Key Features:
- Secure, direct online access through an Internet connection
- Access to real-time loan information, portfolio statistics, images and reports, including OSARs
- Ability to print reports in multiple formats, including HTML, PDF and Microsoft Excel®
Portfolio Investor Insight® has been redesigned, the Internet portal for servicing clients that provides secure, direct online access to current loan servicing information, borrower and collateral data, property financial statements and rent rolls, as well as access to loan documents and a reporting facility. The newest version of the application features a powerful real-time reporting engine which enables users to view up-to-the-minute loan data through a secure Internet connection. Portfolio Investor Insight® provides clients with information necessary to track and analyze the overall performance of their respective portfolios and to focus on specific collateral-level information and performance measures. The portal also provides clients secure access to scanned imaged loan documents and the capability to run, download and print updated, formatted reports.
If you have questions about Portfolio Investor Insight® or need
assistance with the registration or login process, please e-mail us at
firstname.lastname@example.org or by phone at 866-315-6212.
In order to take full advantage of Portfolio Investor Insight®, you must adhere
to the following minimum system requirements:
Portfolio Investor Insight® is developed and optimized for:
- Microsoft Internet Explorer (6+)
- Firefox (2+)
- Safari (3+)
Portfolio Investor Insight® is designed to be optimally viewed at a minimum screen resolution of
1024 x 768. Horizontal scrolling may occur if viewed at a lower resolution.
enabled in your browser. Corporate clients should also configure their firewall
a piece of data that is sent to your browser from a web server and stored by
your browser on the hard drive of your computer. Your browser settings must be
set to accept cookies before you can use Portfolio Investor Insight®. Most browsers by default are
set to accept cookies, but you can change your browser settings to refuse such
you from your computer. Additionally, you may experience problems using Portfolio Investor Insight®
if your browser has cookies disabled.