Author Topic: Overlapping between accounts?  (Read 4624 times)


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Overlapping between accounts?
« on: March 02, 2017, 04:27:23 PM »

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.


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Re: Overlapping between accounts?
« Reply #1 on: March 03, 2017, 10:32:09 AM »
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.