Handshake over loan documents on a wooden desk

Engagement

Lending Portfolio Review

Sampling of underwriting files, exception approvals, and early collections steps — focused on what the portfolio shows, not on product marketing claims.

We review a defined slice of the lending book: underwriting evidence, exception approvals, collateral notes where relevant, and early collections contacts. The output is a findings pack your credit and risk sponsors can use in funding or partner diligence.

Boundaries

We do not re-underwrite every loan or provide a valuation opinion on the book. We test whether the files and decisions match the credit policy you say you follow, and whether collections steps leave a usable trail.