How to Review the Portfolios Dashboard on PIM

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Overview

The Portfolios Dashboard provides a comprehensive list of all portfolios uploaded to PIM, along with summary data for each portfolio.


Reviewing the Portfolios Dashboard

   

  • Portfolio Name: The name provided during the initial creation of the portfolio.

  • Portfolio ID: A unique identifier assigned to each portfolio.

  • Created: The date the portfolio was created.

  • Property Count: The total number of properties associated with that portfolio.

  • AVM Total $: The total value of a portfolio based on Cotality's Automated Valuation Model.

  • Percent of Total: Percent of the total number of properties.