Portfolio Connect

Improve the integrity of your data. View land and loan portfolios on a single screen. Manage regulatory requirements with automated geospatial data management and information collection workflows. Connect directly with your customers through real time data and analytics for one borrower, or for your entire loan/land portfolio.

Overview

Portfolio Connect is a powerful suite of analytics and data management tools that can help you achieve your goals of quantifying risk exposure, assessing and tracking water risks impacting your portfolio, and aiding in risk planning and mitigation.

Connect directly with your customers and their data when you pair Portfolio Connect with the Water Security Dashboard

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Quickly identify risk and monitor it

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Find opportunities for reducing risk

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Collaborate with your team and customers through the platform

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Integrate your own data

Put trended water and land data to work for you.

Assessing water risk is made easy through AQUAOSO’s flexible software modules. We support the operating environment of the modern agricultural economy.

Benefits

  • Deep risk insight. Choose to view by dollar value or acre to quantify your concentrations of risk within different AQUAOSO Water District Risk levels, counties, water districts, Groundwater Sustainability Agencies, crop types, tenants, and more.
  • Easy data management. Loans and investment portfolios aren’t static – easily add and remove APNs and edit related data such as valuation, crop types, and land ownership or tenant names; and upload and save files to locations on your properties..
  • Gain an edge over the competition. Drill down into your risk concentrations to identify opportunities to strengthen your portfolio or mitigate your and your tenants’ risk.
  • Collaborate with your team. Include comments and notes for your colleagues, making it easy to collaborate with your team and retain a history of conversations.
  • Archive and strategize. Monitor portfolio changes by periodically archiving your portfolio in a snapshot in time for review or view how a strategic loan portfolio or land acquisition impacts your risk.

Demo Video

Generating New Ideas.

Solving Big Problems

Billion Dollars Of Ag Assets Monitored

Million Acres Researched & Counting

Reports Completed To Date

Satisfied Organizations

Take a look at one of our whitepapers, podcasts and/or our book… We are here to stay in this industry and looking to make an impact.

Case Studies

When looking to become more efficient in its water validation process, Community West Bank turned to AQUAOSO for a deeper look into answering specific water questions necessary for completing the loan application process. Laura M. from Community West Bank chose to make AQUAOSO a necessary first step when identifying water risk, a primary factor in the bank’s loan underwriting process. This decision was based on AQUAOSO’s ability to deliver extensive water information at the click of a button. Laura was spending a lot of time on her water due diligence, taking her away from completing other important tasks. With the help of AQUAOSO research tool, Laura has cut down her time spent on water research by 85% and gets all the water information she needs and more.

Community West Bank

Porterville Citrus, like most fruit packers, was struggling to cope with and monitor the ever-changing water risk impacting them and their loyal growers. Porterville Citrus needed an effective method to identify water risk, especially due to the impacts of SGMA. AQUAOSO and its portfolio analytics tool helped Porterville Citrus to understand risks they face as surface water declines and as groundwater regulations rise. Now, the company is in strong position to better serve its growers.

Porterville Citrus

From Our Clients

Learn why more than 20% of California Agricultural Lenders trust AQUAOSO.

“Using AQUAOSO has helped me cut down on research time and has provided me more water information than ever before! It is now the first step in my loan underwriting process and it has allowed me to devote more time toward expanding our loan portfolio.”

Laura Maffei

SVP, Community West Bank

“I have been continually impressed with AQUAOSO’s commitment to customer service. We use the Mapping and Research Tool and at our request AQUAOSO expanded the information covered in their reports. This eliminated the need to visit multiple websites to gather information and we’ve been happy with the result!”

Melissa Sandlin

Sr. Appraiser, American AgCredit

“Over the past several months of utilizing the AQUAOSO platform, it has allowed me to provide clear and concise information to our collateral department and appraisers, to speed the process along. I have also been able to utilize it in working with customers to complete required sources of irrigation forms, with information from a single source rather than sending them to chase down documents from multiple agencies. This has saved a us up to two weeks and helped us to meet deadlines.”

Josh Ollenberger

Regional Sales Officer, CGB AgriFinancial

“I love how user friendly AQUAOSO’s research tool is and how fast it is to generate detailed water and soil reports, which are perfect for gathering parcel information for our loans.”

Juli Bakker

Golden State Farm Credit

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