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Optimal Portfolio Monitoring and Management of Your Assets

Monitor. Balance. Optimize.

ATTOM > Use Case > How Industries Use ATTOM for Portfolio Monitoring and Management

Mitigate Portfolio Risk with ATTOM’s Extensive Data

Property investors, insurance providers, and mortgage loan providers all maintain portfolios that they must manage efficiently. Effective portfolio management requires mitigating risk and depending on the type of portfolio – real estate, loans, commercial properties, or a mix of these – the potential risks are varied.

ATTOM offers advanced risk management solutions, including compliance monitoring, covering a range of assets. Our data, combined with risk analytics, provides the information you need to assess your portfolio risk. Whether the impending risks include real estate sales, economic forces, climate change, or environmental hazards, our data helps clients make better business decisions.

Guessing without reliable data is not a proven strategy to protect a portfolio. You need to know what questions to ask, where to find the right information, and how to analyze and interpret the data you’ll find. Smart investors know that the best way to assess risks starts with having the best data possible – which is why you need ATTOM’s products.

Portfolio Monitoring and Management Products

ATTOM’s extensive data resources aid portfolio and asset management for investors, insurers, loan providers, and more.

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ATTOM’s detailed property data include recent sales history, tax records, and ownership details and more so that investors can closely monitor individual properties within their portfolios.

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ATTOM’s market trend analysis parses large datasets of property transactions and market indicators to reveal emerging trends and potential shifts in property values.

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ATTOM facilitates comparative analyses of properties within a portfolio against local market averages and similar properties to identify potential underperforming assets.
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ATTOM facilitates risk assessment by providing property tax delinquencies, foreclosure activity, and neighborhood crime rates can help investors identify potential risks associated with specific properties in their portfolio.

Solutions for Reliable Portfolio Monitoring and Management

ATTOM’s Bulk Data Licensing option gives you access to volumes of information through our property data superset to power your analytical models, products, and platforms. Data is also delivered through API, Cloud Delivery, and Match & Append. For a flexible, no-code experience, ATTOM Nexus enables users to explore, visualize, and extract property data on demand.

Portfolio Monitoring and Management for Your Industry Portal

Use Case Real Estate

Real Estate Investors

Monitor the performance of your investment portfolio by comparing your assets to comparables. Also, identify assets for divestiture or future investment based on market trend analytics.

Learn more about Real Estate Investors

Use Case Mortgage
Mortgages

Use ATTOM’s data to monitor your portfolio by tracking elistings, sales, foreclosure activity, or propensity to default. Also, easily verify if homeowners have property insurance coverage.

Learn more about Mortgages

Use Case Legal
Legal

Track changes in ownership, property value, or status for clients with multiple properties for easier management of estate planning, trusts, or asset protection.

Learn more about Legal

Use Case Insurance
Insurance

Evaluate risk factors, such as additional loans on a property (HELOC, second mortgages). Also, access loan data, values, and estimated equity to determine if a policyholder has the correct amount of coverage, as well as monitor pre-foreclosure, foreclosures, and auctions.

Learn more about Insurance

Use Case Construction
Construction and Development

Track market conditions and property values across development sites, enabling proactive adjustments to project timelines, budgets, and strategies.

Learn more about Construction Development

Use Case Ecommerce
Ecommerce

Track customer property ownership changes to time-relevant promotions, such as home improvement products when new buyers move in.

Learn more about Ecommerce

Use Case Banking
Banks and Financial Institutions

Determine the net asset value of your portfolio for regulatory purposes and monitor properties for sale or foreclosure to uncover investment opportunities.

Learn more about Banks and Financial Institutions

Use Case Business Consulting
Business Consulting

Support clients in identifying and mitigating risks related to property investments, including environmental, climate, and flood risk data, especially for insurance and lending industries.

Learn more about Business Consulting

Use Case Government

Government

Monitor government-owned properties and public assets by tracking changes in ownership, valuation, or local market conditions, supporting asset management.

Learn more about Government

Learn What Portfolio Monitoring and Management Can Do for Your Business!