Show Hide

 

Feedback

  • Contents
 

Maintain a Sample Portfolio

Use the General tab to add or modify information for a sample portfolio. Sample portfolios allow potential buyers to review a set of accounts before purchasing them. After you create a portfolio sample and the buyer reviews and approves it, you can convert it to a sold portfolio. You can only associate an account to one portfolio at a time. The system recalls accounts forwarded in AIM when you include them in a sample portfolio.

To maintain a sample portfolio

  1. In the Navigation Explorer pane, click Samples.

  2. Double-click a sample name. The information appears in the Information pane.

  3. Click the General tab.

General tab - sample

Details

Portfolio ID: Unique code that the system assigns to identify the portfolio.

Portfolio Code: Name of the portfolio.

Description: Description of the sale (for example, type of debt sold, original creditor).

Contract

Contract Date: Date on the sales contract.

Sale Rate: Percentage of the total debt for all accounts included in the portfolio.

Buyer Group: Buyer group associated to the sale.

Calculated Properties

Current Face Value: Sum of the current balance for all accounts imported for this portfolio.

Number of Accounts: Number of accounts in the sample portfolio.

Sale Amount: Amount the purchaser pays for all accounts in the sample portfolio.

Move to Sold: Converts the sample portfolio to a sold portfolio.

  1. Complete the information and then, in the toolbar, click Save [Record Name].

  2. To convert the sample portfolio to sold, do the following:

    1. Click Move to Sold. The system moves the portfolio to the Sales tab.

    2. Modify the information as necessary and then, in the toolbar, click Save [Record Name].

Related Topics

Portfolio Information