Automated Tags & Borrower Segmentation

Canopy's Tagging & Segmentation features empowers lending teams to identify, track, and manage distinct borrower groups based on delinquency, behavior, risk profiles, and other account characteristics. By automatically categorizing accounts with intelligent tags, lenders can deliver targeted servicing strategies that improve portfolio performance and borrower outcomes.

This feature is an extension of Canopy’s existing tagging capabilities, which allow lenders to tag accounts with any label or context that is useful. By contrast, these automated system-generated tags are managed exclusively by the system and cannot be manually removed. They are automatically applied (and removed) based on an account’s situation and status, ensuring standardization across accounts for consistent servicing, reporting, and analysis.

Full details on our Borrower Segmentation feature can be found here and more on the differences between user-generated tags and system-generated tags can be found here.