Born from our work with lenders like you
Our experience shows that lenders seek an evergreen, reliable, and complete view of their lien portfolio. Seeing all filings, no matter where filed, in one place is critical for complete confidence in their secured lending. Some lenders may be aware of situations that might result in gaps in their lien portfolio, but most do not understand the extent of the risk.
Full visibility
It doesn’t matter if you file your liens with the secretary of state, a law firm, or if you use a third-party vendor. With Portfolio Sync, you have full visibility of all your liens, no matter where you file them. The Portfolio Sync portfolio can be your most trusted tool in iLien, allowing full visibility across your secured interests.
Trackability
Portfolio Sync makes it easy to take prompt action on your liens that require amendments, continuations due to upcoming expiration dates, assignments, and terminations. Since data is continuously updated, lien portfolio managers and asset managers have a one-stop shop to view important information on all UCCs in their portfolio.
Risk management
This revolutionary tool uses public records data to match a customer’s secured party names and addresses with public records filings. Portfolio Sync produces a single view of all your UCC filings. No longer will you have gaps in your visibility, public records filings that lapse without your knowledge, or a debtor amendment on record you were unaware of.
Expand your knowledge
FAQs
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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.
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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.
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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.
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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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