Overview
You can update an existing loan portfolio in Araya to add new records or modify existing ones. This keeps your payoff analysis data accurate and current.
Updating a Portfolio for Payoff Analysis
Navigate to the Portfolio Imports dashboard.
Click the Actions menu next to the target portfolio.
Select the Update Portfolio option from the dropdown menu.
Click Continue to confirm that you want to proceed with updating the records.
Click Continue.
Click the Browse files link or drag and drop your updated file into the upload area.
Click Continue.
Select the correct column from the dropdown menu for any column marked as Not Matched.
Select the checkbox to confirm that your matched columns do not contain sensitive or personally identifiable information (PII).
Click Continue to complete the submission.
Outcome
You have submitted your updated portfolio records for processing. Once validated, the new and modified records can be analyzed alongside your existing data.