---
title: "How to Review the Portfolio Summary Dashboard on PIM"
slug: "how-to-review-the-portfolio-summary-on-pim"
updated: 2026-04-09T20:36:46Z
published: 2026-04-09T20:36:46Z
canonical: "docs.cotality.com/how-to-review-the-portfolio-summary-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 Summary Dashboard on PIM

## Overview

The Portfolio Summary Dashboard integrates information from the Property Ownership, Special Lien, and Voluntary Lien dashboards into a single view, enabling you to assess multiple portfolios or just one portfolio.

---

## Reviewing the Portfolio Summary Dashboard

[Embedded content](https://cotality.storylane.io/demo/edx8qc9frw1q?embed=inline)

- **State Distribution**: A heat map showing the geographic distribution of your properties by state. Darker shades indicate a higher concentration of properties.
- **Ownership Match**: Compares your borrower information against public ownership records and categorizes the results:
  - Current Owner is Client Borrower: Your data matches the current owner on record.
  - Current Owner Associated with Client Borrower: The current owner is linked to your borrower but is not an exact match.
  - Current Owner not Client Borrower: Your borrower was found, but is no longer the current owner.
  - Client Borrower Not Found: Your borrower is not found in the property’s recordation data.
- **Records Returned**: Identifies the percentage of records returned on your portfolio.
- **Owner Occupied**: Identifies properties likely to be used as the borrower's primary residence. This helps servicers vet compliance with owner-occupancy clauses in mortgage agreements.
- **Data and Property Conditions**: Identifies the data and property conditions of your total property count.
- **Foreclosure Auction**: Shows properties with a foreclosure auction date set at any time, grouped by year.
- **Foreclosure Notice**: Shows properties with a foreclosure notice, grouped by year.
- **Property Foreclosure**: Displays the most recent foreclosure stage for properties in the process, grouped by the year of the last known action.
- **Ownership Start**: Identifies the ownership start dates for total assets/properties according to the deed recording date, matching the borrower-provided date.
- **Ownership End**: Identifies assets/properties for which recording data suggests the matched borrower’s ownership has ended. The view separates the end of ownership as a result of a foreclosure or non-foreclosure recording.
- **Origination Vintage**: CURRENTLY WORKING ON. WILL LET YOU KNOW LATER.
- **Sr Lien Servicer**: Identifies the senior lien servicer.
- Lien Position and Confidence Score: Estimates the lien position (e.g., 1st, 2nd) and provides a confidence score for that estimate based on available data. Note: Based on data availability, a confidence rating reflects the assessed lien position. More data leads to a higher rating, while less data results in a lower rating.
- **Valuation**: Provides valuation bands for all successfully loaded assets/properties.
- **Equity**: Calculated equity values using CoreLogic Automated Valuation Models (AVMs).
- **Liens**: A breakdown of properties by the type of special lien identified (e.g., tax, mechanic's, HOA).
- **HOA Liens**: A graph showing the recording dates for all identified HOA liens.
- **Property Tax and Municipal Liens**: A graph providing a breakdown of identified tax liens and municipal liens by their recording date.
- **Portfolio List**: Total count of your portfolio, by portfolio name.