--- title: "How to Upload a Portfolio to Propensity Intelligence on Araya" slug: "how-to-upload-a-portfolio-for-propensity-intelligence-on-araya" tags: ["Propensity Intelligence", "Araya"] updated: 2026-08-12T14:09:59Z published: 2026-08-12T14:09:59Z canonical: "docs.cotality.com/how-to-upload-a-portfolio-for-propensity-intelligence-on-araya" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.cotality.com/llms.txt > Use this file to discover all available pages before exploring further. # How to Upload a Portfolio to Propensity Intelligence on Araya ## Overview You can upload a loan portfolio to Araya to evaluate the likelihood of future refinance and Home Equity Line of Credit (HELOC) transactions. This process lets you track properties and match them to system identifiers.. --- ## Uploading a Portfolio to Propensity Intelligence [Embedded content](https://app.storylane.io/demo/y1eo2itv2jrn?embed=inline) 1. Click **My Portfolios** in the top-right corner of the dashboard. 2. Click **Manage** **My Portfolios**. 3. Click **Start a New Import**. 4. Select the **Propensity Intelligence** checkbox under the Choose your products section. 5. Click **Continue**. 6. Drag and drop your file into the upload area or click the **Browse files** link to select it. 7. Enter your desired name in the **Portfolio Name** field. 8. Click **Continue**. 9. Select the correct column from the dropdown menu for any column marked as **Not Matched**. 10. Select the checkbox to confirm that your matched columns contain no sensitive or personally identifiable information (PII). 11. Click **Continue** to complete the submission. --- ## Outcome You have submitted a new portfolio for import. Once the system completes validation, you can view and analyze transaction likelihood and equity metrics on the main dashboard.