DATE:
AUTHOR:
Your Cotality Team

Reimagined Portfolio Overview, Shareable Dashboard Views, and a New Flashlines Dashboard

DATE:
AUTHOR: Your Cotality Team

Reimagined Portfolio Overview and Homepage

Your homepage is more intuitive. Now you can:

  • See inventory trends over the last 30 days to quickly understand movement across your portfolio

  • Identify action-required items (e.g., updated legals, corrections, or exceptions) in a centralized view

  • Monitor case activity and performance metrics with simplified, high-level summaries

Create and Share Your Custom Dashboard Views

Do you regularly check if your suspended items are high liability loans? Now you can create a customized view once, save it, and share it with your team. This ability is also helpful if you need insights about loans with specific investors, regions, escrow statuses, or other criteria.

  • Save your layouts and filters: Keep your configurations so you never have to rebuild it.

  • Share views: Give your team instant access to the exact data you are looking at.

  • Data is interactive and real-time: It's all constantly refreshed.

All Your Flashlines, in One Dashboard

Keep up with all agency updates in one place. This is your centralized view of all recent Flashlines. And, you can see which liens are impacted by an agency's ELD or other payment shifts and work on them in a click.

Note: Individual Flashlines are still in the Knowledge Center if you need to reference original documents.

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