How do I upload a portfolio of loans to the Insights Platform to view data on my entire list of loans?

The Insights Platform does not currently support direct portfolio uploads within the UI.

To analyze a group of loans, you can:

• Use widgets and apply filters or identifiers
• Add multiple loans across widgets to view them side‑by‑side
• Access data feeds (via email, SFTP, or API) for full portfolio analysis outside the platform