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Loan Portfolio Services

Loan Portfolio Services

Services Overview

Managing your existing portfolio effectively is essential for long-term success. By prioritising strong client retention, you can unlock a range of benefits for your business. A well-managed portfolio leads to higher-quality loans and more satisfied clients, while creating opportunities for upfront revenue through refinances. It also helps protect your trail and minimise the risk of lost revenue, ensuring stability and growth. Additionally, effective portfolio management opens doors for additional lending, giving your business the edge to thrive in a competitive market.

Package 1 - Client Reviews (Repricing)

We will reprice your client's loan with the same lender to get the best rate possible. Once a response is received we will draft a template of the outcome for you to send to your client. We will also work with you to ensure the template created is suitable to your business requirements
CLPC Confirms Current Rate

Reprice Existing Loan

Template Sent to Broker

Package 2 - Client Reviews (Retention)

All the processes included in the Client Reviews - Repricing package PLUS we will assist in identifying other product options the client may be eligible for
CLPC Confirms Current Rate

Reprice Existing Loan

Loan Options

Template Sent to Broker

Why choose CLPC Solutions?

CLPC vs Alternative Providers

Alternative

  • External brand introduced to client
  • Low-effort pricing requests
  • Privacy risks
  • Rigid, one-size-fits all process
  • Client feels like they're doing the work

CLPC

  • Stays within your broker-client ecosystem
  • Direct lender engagement for better outcomes
  • No new data sharing required
  • Tailored to your business needs
  • You remain the drive of value-add service

Ready for a Free Demonstration?

Meet with our onshore specialists for a full demonstration of how
CLPC Solutions can add value to your business by helping you manage your existing portfolio, drive growth opportunities and keep your clients satisfied.

Book a Free Demo
Happy Clients

What Our CLPC Brokers Have To Say

"CLPC Solutions have been a great asset to my business. Their streamlined and efficient workflows have really improved how my business operates and now I have the time to focus on the more important things like future growth and client care."
Andoni Comino
Vivid Home Loans
"I highly recommend CLPC as an outsource solution, they’ve really added value to my business by taking on those administrative tasks. With the CLPC team sorting out the paperwork, I now have more time to focus on providing my clients with the best experience possible."
Joe Ghoussain
Fast Funding