Skip to main content
Servicing tracks each loan account individually. The portfolio surface reads the book in aggregate, so you can see the shape of the and which loans are falling behind without querying loan by loan.

​
Portfolio dashboard

GET /api/v1/dashboard/portfolio returns a snapshot-backed view of the active book — the aggregate picture of what you have out and how it is performing.

​
Delinquent loans

GET /api/v1/dashboard/delinquent-loans returns the delinquency projection: the loan accounts that are overdue, bucketed so you can prioritize collections and provisioning.
In the Brazilian profile, delinquency feeds PDD staging — the loan-loss provisioning stage a loan sits in. See the Brazil regulatory pack.

​
Audit is per-account

Portfolio views are aggregate reads; the authoritative, immutable record of what happened to any single loan is its — GET /api/v1/loan-accounts/{id}/audit-events, covered in Service a loan. Every repayment, reversal, and replay lands there.

​
Next steps

Jurisdictions

See how the active jurisdiction shapes disclosures and endpoints.