Overview
You can upload a portfolio of leads to Araya™ to analyze competitor activity. This process guides you through selecting products, preparing and formatting your CSV, XLSX, or TXT file, and matching column headers. Uploading your portfolio ensures that your dashboard displays accurate, custom insights for your target accounts.
Uploading Your Portfolio
Navigate to the Portfolio Imports dashboard.
Click the Start a New Import button.
Select the checkbox for Lost Leads Analysis in the Choose your products section.
Click the Continue button.
Drag and drop your file into the upload area or click the Browse files link to select it.
Enter a name in the Portfolio Name field.
Click the Continue button.
Select the correct column from the dropdown menu for any column marked as Not Matched.
Select the checkbox to confirm that your matched columns contain no sensitive or personally identifiable information (PII).
Click the Continue button to complete the submission.
Outcome
You have successfully submitted your portfolio for validation and processing. Once processing completes, you can explore tailored competitor insights and identify which lenders are acquiring your lost leads.