---
title: "Portfolio Intelligence & Monitoring (Legacy)"
slug: "portfolio-intelligence-monitoring"
updated: 2026-08-25T15:13:53Z
published: 2026-08-25T15:13:53Z
canonical: "docs.cotality.com/portfolio-intelligence-monitoring"
excludeFromExternalSearch: true
---

> ## 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.

# Portfolio Intelligence & Monitoring (Legacy)

With Portfolio Intelligence and Monitoring(PIM), you can understand, monitor, and protect your portfolio with business intelligence and comprehensive insights.

> [!NOTE]
> **Note**: If you are using PIM from Araya, please refer to the [Araya](/ext/docs/portfolio-intelligence-monitoring-araya) page for the applicable documentation.

### How-To’s

**Creating Orders & Managing Portfolios**

- [How to Create a New Order on PIM](/ext/docs/pim-how-to-create-a-new-order#overview)
- [How to Search for Specific Properties](/ext/docs/pim-how-to-search-for-a-specific-property#overview)

**Reviewing Portfolio Analysis**

- [How to Review the Analysis Dashboard](/ext/docs/pim-understanding-analysis-dashboard#overview)
- [How to Review the Property-Ownership Dashboard](/ext/docs/property-ownership-dashboard-on-pim#overview)
- [How to Review the Voluntary Lien Dashboard](/ext/docs/voluntary-lien-dashboard#overview)
- [How to Review the Special Lien Status Dashboard](/ext/docs/special-lien-status-dashboard#overview)
- [How to Review the Sr Lien Status Dashboard](/ext/docs/sr-lien-status-dashboard#overview)

**Reviewing Order Analysis**

- [How to Review the Orders Dashboard](/ext/docs/order-dashboard#overview)
- [How to Review the Orders Details Dashboard](/ext/docs/order-details-dashboard#overview)

**Reviewing Reports Analysis**

- [How to Review the Detailed Reports Dashboard](/ext/docs/detailed-reports-dashboard-in-pim#overview)
- [How to Review the Voluntary Liens Details](/ext/docs/voluntary-liens-details#overview)
- [How to Review the Credit Report Dashboard](/ext/docs/credit-report-dashboard#overview)

**Review Portfolio Monitoring**

- [How to Review the Portfolio Monitoring Dashboard](/ext/docs/pim-portfolio-monitoring#overview)

**Reviewing Snapshot Analysis**

- [How to Review the Snapshot Order Details Dashboard](/ext/docs/snapshot-order-details#overview)

### Resources

- [PIM Templates](/ext/docs/pim-order-templates#order-template)
- [Available Orders & Reports](/ext/docs/available-analysis-in-pim#overview)
- [Release Notes](/ext/docs/release-notes-1)

### Frequently Asked Questions

Visit the [FAQ page](https://docs.cotality.com/docs/faq-about-pim) for answers to common questions about the product.

### Support

To contact support for Portfolio Intelligence & Monitoring:

- **Email**: [EDG-RA-PIMsupport@cotality.com](mailto:EDG-RA-PIMsupport@cotality.com)
- **Availability**: Weekdays (Monday-Friday): 8 a.m. – 5 p.m. PT