Customer record changes in Solifi’s Originations and Portfolio Management systems are designed to automatically synchronize on a real-time basis. However, there are times when the customer records in Originations do not synchronize regularly as they are saved.

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When we wrote our article, Why 2023 'Will Be the Year of the Portfolio,' we weren’t thinking that there would need to be a sequel written any time soon. But thanks to all the other surprises from the Silicon Valley Bank failure – a case study of a 2023 portfolio disaster – it made sense to continue the discussion.

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The challenges of early 2020 have come full circle in 2023. The boon of originations over the past 30 months combined with rapidly increasing interest rates and a looming recession have made 2023 the Year of the Portfolio.

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