---
title: "How to Review the Portfolio Records Dashboard on PIM"
slug: "how-to-review-the-portfolio-records-dashboard-on-pim"
updated: 2026-04-09T20:40:49Z
published: 2026-04-09T20:40:49Z
canonical: "docs.cotality.com/how-to-review-the-portfolio-records-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 Portfolio Records Dashboard on PIM

## Overview

The Portfolio Records dashboard provides you with a comprehensive list of all the properties within your portfolio.

---

## Reviewing the Portfolio Records Dashboard

[Embedded content](https://cotality.storylane.io/demo/9xlztp9pld5r?embed=inline)

Record fields include, but are not limited to:

- Loan number
- Address
- Clip ID
- Borrower Name
- Co-Borrower
- County Name
- Parcel ID
- Matched Address