Portfolio Management

Parity Trust is able to provide a range of back office services including:

  • Issue loan Agreements
  • Disburse loan funds and send completion letter
  • Collect monthly payments via Direct Debit
  • Carry out identification checks
  • Deal with client enquiries
  • Manage arrears

Financial Health Checks

Parity Trust can provide a service which results in full financial assessments being produced, this includes:

  • Basic credit check with risk score
  • Financial review focusing on income, expenditure,
    savings and borrowing
  • Home visits providing convenience for clients
  • Verification – In addition to the financial
    report we collect a copy of all the financial evidence obtained
    during the review.