Your Entire Portfolio. One Dashboard.
Stop asking “what's my personal injury lien portfolio worth?” and waiting hours for someone to sum a spreadsheet. See total value, capital deployed, and status breakdown in seconds.
Portfolio Value at a Glance
See your total portfolio value (current amounts across all liens), total capital deployed (what you’ve paid to acquire liens), and original face value — all on one screen. No more summing spreadsheet columns.
Status Breakdown
Every lien falls into a stage: pending, active, paid, reduced, or written off. The dashboard breaks down your entire portfolio by status so you can see exactly how many liens are in each stage and where your money sits.
Risk Indicators & Alerts
Overdue follow-ups get flagged in red. Liens that have been active for 90+ days without contact are marked as stale. You’ll never lose track of a lien that needs attention again.
Recent Activity Feed
See your 10 most recent liens with quick links to details. Track new purchases, status changes, and payments as they happen — no digging through records.
What the dashboard shows you
Total portfolio value — the sum of current amounts across every active lien you hold.
Capital deployed — how much cash is tied up in purchased liens right now.
Funnel breakdown — how many liens are pending, active, paid, reduced, or written off.
Risk flags — which liens have overdue follow-ups or have gone stale without contact.
Answer “what's my portfolio worth?” In seconds.
- Total portfolio value, capital deployed, and face value
- Status breakdown across all liens
- Risk indicators for overdue and stale liens
- Recent activity feed with quick navigation
- Real-time updates as case statuses change
Get Started Today