Portfolio Intelligence & Monitoring

• [Self-Paced Digital Course] - Getting Started with Portfolio Intelligence & Monitoring

  Discover the core capabilities of Portfolio Intelligence & Monitoring with interactive content including bite-sized lessons, hands-on practice, and real-world scenarios.
  
  Duration: 30 min | Audience: All

• Navigating Portfolio Intelligence & Monitoring (PIM) Home Screen

Creating Orders & Managing Portfolios

• How to Create New Portfolio Orders

Reviewing Portfolio Analysis

• How to Review the Property-Ownership Dashboard

• How to Review the Voluntary Lien Dashboard

• How to Review the Special Lien Status Dashboard

Reviewing Reports Analysis

• How to Review the Sr Lien Status Dashboard

• How to Review the Detailed Reports Dashboard

• How to Review the Voluntary Liens Details

• How to Review the Credit Report Dashboard

• How to Search for Specific Properties

• How to Access Order History & Downloads

Reviewing Portfolio Summary Analysis

• How to Review the Portfolio Summary Dashboard

• How to Review the Portfolios Dashboard

• How to Review the Mapped Portfolios Dashboard

• How to Review Portfolio Records Dashboard

Reviewing  Monitoring Analysis

• How to Review the Changes Dashboard

• PIM Templates

• Available Orders & Reports

• Release Notes

Visit the FAQ page for answers to common questions about the product.

To contact support for Portfolio Intelligence & Monitoring:

• Email: EDG-RA-PIMsupport@cotality.com

• Availability: Weekdays (Monday-Friday): 8 a.m. – 5 p.m. PT