Exciting Updates for Precision Marketing on Araya

Additional columns provide greater insight and flexibility

We’re making it easier than ever to customize and streamline your portfolio uploads with two new columns and an enhanced export feature. The data from these columns will be visible in the application, can be filtered, and will appear in the export. These updates give you more control, flexibility, and insights—right at your fingertips!

What’s New?

Agent Assignment
Now you can upload your loan officer or agent assignments directly with your portfolio—no need to select them manually in the app!

• Supports names or emails for quick, accurate mapping.

• Please note: Uploaded assignments are locked in for now. To make changes, simply upload an updated portfolio.

• For any rows without an agent assignment, the familiar drop-down feature is still available.

Other
This open-ended column is your space for extra details that matter to you—whether it’s a reference, contact type, or custom status. Personalize your data like never before!

Enhanced Export

We’ve also added a new HELOC Start column (Column “Z”) to your export. This provides a timestamp for equity candidates, giving you deeper insights for smarter decisions.

Portfolio Upload

Contact Detail Card

Details Section

Why This Matters:
These updates are designed to save you time, increase accuracy, and give you more flexibility in managing your data. Your workflows just got faster and more powerful!

Let us know what you think, and stay tuned for more news and updates!

Best regards,
The Araya Team