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Portfolio Valuations

Fast, accurate and affordable loan portfolio valuation services tailored for your business.

Data on a Touch Pad

The Service

Have you ever needed a professional valuation of your loan portfolio’s present worth? There are consultants who specialize in this, but these sorts of engagements are very expensive, often costing upwards of $20,000 or more. No Longer! Lendisoft offers this service at zero cost for any clients on a paid subscription with one of its products. We will analyze your payment history data to prepare certain assumptions around future forecasted payment activity—all in an effort to estimate future portfolio cashflows. We can do this for your entire portfolio, or for any subset that you define. We have developed custom tools that make this an expedient and accurate exercise. If you are an existing Lendisoft client and need this service, please contact us directly.

Moreover, if you would like to purchase our custom tool for this service, we make our custom Excel Valuations workbook available for purchase on an as-is basis. Included is a training video on how to use this custom tool.

For a quick preview, please watch this preview video:

For more information about our scorecard development, risk management tools and training services, please contact us at (949) 888-5556.

Trusted by our clients and pre-integrated partners


"Acquiring Lendisoft as a vendor partner is probably one of the BEST decisions we have ever made! We have been continually impressed. Not only with their high level of value added service, but the features of the software have far exceeded our expectations."

Lendisoft Client

using Lendisoft LMS


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