---
title: "How to Review the Changes Dashboard on PIM"
slug: "how-to-review-the-changes-dashboard-on-pim"
updated: 2026-04-14T14:07:35Z
published: 2026-04-14T14:07:35Z
canonical: "docs.cotality.com/how-to-review-the-changes-dashboard-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 Review the Changes Dashboard on PIM

## 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 the Changes Dashboard

[Embedded content](https://cotality.storylane.io/demo/pl2m2iqt3w2h?embed=inline)

#### **Ownership**

- **Ownership Total**: All records with an ownership change by deed or condition. Counts may not sum to other tiles due to multiple conditions.
- **Ownership Changes**: Count of properties with an ownership change where the borrower does not match the current owner.
- **Ownership End**: Count of properties where ownership has ended for the borrower through an arms-length transaction or foreclosure.
- **Vesting Update**: Count of distinct properties with an ownership match, including new deeds or transfers.

#### **Foreclosure**

- **Foreclosure Notice**: Count of properties with a foreclosure notice, including Lis Pendens, Notice of Default, or Notice of Foreclosure.
- **Foreclosure**: Represents the count of properties with a foreclosure recording, excluding foreclosure notices.
- **Fcl Auction**: Total properties identified with a foreclosure auction date.
- **Auction Complete**: Represents the count of properties with foreclosure auctions.

#### **Special Lien**

- **Special Lien Total**: The total count of properties that have an acknowledged special lien.
- **HOA Lien**: This represents the number of properties with an HOA lien.
- **Municipal (Tax) Lien**: The count of properties with property tax liens.
- **Other Lien**: The count of properties that have lien types apart from HOA or municipal (tax) liens, which may encompass mechanics lien, pace lien, and others.
- **New Special Lien**: The count of properties with new special liens recorded.
- **Released Lien**: Represents the count of properties with a recorded lien release.
- **Lien Update**: The count of properties of lien updates.

#### **Voluntary Lien**

- **Lien position**: The count of properties where the subject or client lien has changed.
- **Client Lien Match**: Count where the client lien wasn't initially matched and now is matching.
- **Other Mtg Released**: Total count of non-client liens recorded as released.
- **Sr Mtg Lien Released**: Total count of Senior Mortgage liens recorded as released.
- **Client Lien Released**: Number of properties that have had client liens released.
- **New Mtg Lien**: Number of new liens recorded against a property.
- **Voluntary Lien Total**: Represents the count of properties with changed voluntary lien analysis, including updates, recorded liens, or releases.
- **Equity**: Number of properties with changes in equity value.
- **Total Balance**: Total balance of the UPB (unpaid principal balance) for that Portfolio.

#### Input

- **Input Borrower**: This represents the count of properties where input borrower names have been updated.
- **Input Origination**: This represents the count of properties where the input origination date has been updated.
- **Input Address**: This the count of properties where the input address has been updated.