Portfolio Monitoring Dashboard on PIM

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Overview

Portfolio Monitoring automatically detects and displays new events and activities for those properties/assets submitted for 365 monitoring, allowing you to stay informed and react quickly to significant developments affecting your assets.


Reviewing portfolio monitoring

Ownership - Foreclosure

  • Ownership: Number of transfers of property ownership.

  • Foreclosure Notice: Number of properties where an initial foreclosure filing, such as a Notice of Default (NOD) or Lis Pendens, has been newly recorded.

  • Foreclosure: Number of properties in the foreclosure process.

  • Portfolio Change by state: Lien changes organized by state.

  • Foreclosure Chart: Displays properties based on their foreclosure-related legal status.

Voluntary Lien

  • Lien position: Number of priority or position of existing liens.

  • New liens: Number of new liens recorded against a property.

  • Equity: Number of properties with changes in equity value.

  • Released: Number of properties with an officially released or satisfied lien.

  • Client Lien Released: Number of properties that have had client liens released.

Special Lien

  • HOA lien: Number of properties with a Homeowners' Association lien.

  • Property tax lien: Number of properties with property tax liens.

  • Other Special Lien: Number of properties with new miscellaneous liens, such as mechanic's liens (for unpaid construction work) or judgment liens (from a court ruling).

  • Special lien: Number of special assessment liens that may be recorded.


Further readings