Overlapping between accounts?
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  1. #1

    Overlapping between accounts?


    So I'm jumping into LC using BlueVestment... hoping the underwriting has improved since last year but we will see. With multiple accounts, is there a way to prevent them from picking up the notes from the same loan? I can limit the exposure by keeping the note size small, so that overlaps aren't a big deal, but haven't researched a more definite way of controlling this. I may dodge most of the problem by setting one account to BP - Moderate and the other to BP - Aggressive, but there might still be overlap at the margin.

  2. #2

    Overlapping between accounts?

    BV does not try to avoid overlapping loans across multiple accounts. You can, however, control this with your filters. BP Moderate & Aggressive are mutually exclusive so you can use that or you can use grade/term to keep overlap to a minimum. I would also suggest you keep you note size small enough that doubling-up on the same note won't cause you heartburn.



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