Improve visibility across your UCC portfolio

Lenders need a complete view of their secured interests to effectively manage risk, maintain lien priority, and support portfolio growth. Yet many organizations rely on multiple filing providers, outside counsel, business units, and internal systems, creating fragmented data and limited visibility.

Without centralized oversight, teams may struggle to identify filing changes, track continuation deadlines, monitor debtor activity, or accurately assess portfolio exposure.

Portfolio Sync consolidates UCC filing information from multiple sources into a single, continuously updated platform, helping lenders improve portfolio visibility, streamline operations, and make more informed decisions.

Centralize portfolio oversight
Consolidate UCC filings from multiple providers, law firms, and internal systems into a single view of portfolio activity. Portfolio Sync helps eliminate data silos so teams can assess portfolio health with greater confidence.

Strengthen risk monitoring
Stay informed of filing changes, debtor activity, and public records updates that may impact secured interests. Continuous synchronization helps lenders identify potential risks sooner and take action faster.

Reduce operational complexity
Automate portfolio synchronization and streamline portfolio administration through a centralized platform. Teams spend less time gathering information and more time managing portfolio priorities.

Learn more about Portfolio Sync

Centralize portfolio dashboard

Access filings from multiple sources through a single platform.

Continuous public records synchronization

Keep portfolio records aligned with current public filing information.

UCC-3 filing management

Manage continuations, amendments, assignments, and terminations.

Debtor monitoring & alerts

Receive notifications when monitored debtor activity may affect filings.

Expiration & continuation tracking

Monitor upcoming deadlines and continuation requirements across the portfolio.

Stay in control of your UCC portfolio

Portfolio Sync brings every UCC filing into one continuously updated view — no matter where it was filed. Identify portfolio gaps, stay ahead of important deadlines, and act faster to protect your secured interests.
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Learn more about Portfolio Sync

Discover how Portfolio Sync can help your organization gain visibility across UCC filings, monitor public records changes, support lien management workflows, and maintain oversight of portfolio health through continuous synchronization with public records.

Priority at risk: Seeing the whole picture

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The most complete, up-to-date view of liens for lenders of all sizes

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Frequently asked questions

  • 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.
  • How can I file a UCC-3 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.
  • Should I 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.
  • 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.

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