---
title: "How to Create New Portfolio Orders on PIM"
slug: "araya-how-to-place-a-new-order-on-pim"
updated: 2026-04-10T15:29:58Z
published: 2026-04-10T15:29:58Z
canonical: "docs.cotality.com/araya-how-to-place-a-new-order-on-pim"
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.

# How to Create New Portfolio Orders on PIM

## 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

[Embedded content](https://cotality.storylane.io/demo/ojv7zu31gijb?embed=inline)

> [!NOTE]
> **Note**: Complete the **PIM Input Layout and Template Add** file before placing a new order.
> 
> [](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/PIM Input Layout and Template Add - v.4.1.xlsx?sv=2026-02-06&spr=https&st=2026-11-01T13%3A31%3A52Z&se=2026-11-01T14%3A31%3A52Z&sr=c&sp=r&sig=r8Bv%2FWJl9AzEZoS%2FU%2FJmyh%2B2L8H87Sh2XqUAlKYWspE%3D)PIM Input Layout and Template Add - v.4.126.81 KB[](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/PIM Input Layout and Template Add - v.4.1.xlsx?sv=2026-02-06&spr=https&st=2026-11-01T13%3A31%3A52Z&se=2026-11-01T14%3A31%3A52Z&sr=c&sp=r&sig=r8Bv%2FWJl9AzEZoS%2FU%2FJmyh%2B2L8H87Sh2XqUAlKYWspE%3D)

1. Click **Place an Order**.
2. Select **Create** for the **Order Type**.
3. Enter the **Portfolio Name**.
4. Enter the **Order Name**.
5. Click **Next** to advance to the **Report Criteria** section.
6. Include **Voluntary Lien** or **Special Lien Analysis** as an optional report component.
7. Select additional add-ons: **Property Tax Status** or **Equity Analysis with AVM** (Available with Voluntary Lien Analysis).
8. Click **Next** to advance to Loan Data.
9. Upload your **CSV file**. Validation results will display the number of records **successfully/unsuccessfully** uploaded.
  1. For a **SINGLE ORDER**, select the tab and manually enter the required Property and Borrower data.
10. Click **Submit**.
11. A message will be displayed confirming that your submission was successful. You can monitor the order status via the **Order History** page.