Overview
An "order" is a request submitted in the PIM application to take action on new or existing loans in your portfolio. This could be a one-time data request or an action to add, update, or drop records from continuous monitoring.
Creating a New Portfolio Order
Note: Complete the PIM Input Layout and Template Add file before placing a new order.
Click Place an Order.
Select Create for the Order Type.
Enter the Portfolio Name.
Enter the Order Name.
Click Next to advance to the Report Criteria section.
Include Voluntary Lien or Special Lien Analysis as an optional report component.
Select additional add-ons: Property Tax Status or Equity Analysis with AVM (Available with Voluntary Lien Analysis).
Click Next to advance to Loan Data.
Upload your CSV file. Validation results will display the number of records successfully/unsuccessfully uploaded.
For a SINGLE ORDER, select the tab and manually enter the required Property and Borrower data.
Click Submit.
A message will be displayed confirming that your submission was successful. You can monitor the order status via the Order History page.