How to Add and Edit a Portfolio Owner
Click the orange profile icon on the top right corner of the screen then click on ‘Portfolio Owners’ under your profile information.
2. Click the orange ‘Add Owner’ button on the left side of the screen.
3. Fill in all the necessary information about the new owner:
First name
Last name
Email
Date of Birth
Gender
Phone Number
Landlord Registration Number
Registration Expiry Date
Employment Status
Annual income
Income tax band
Are you a residential home owner?
Annual pension
Address
Postcode
Date moved in
Date moved out
4. Once complete, click the blue ‘Save’ button on the top right.
5. Once you’ve added owners you can edit their information by selecting the owner you wish to edit and clicking the blue ‘Edit’ button.
6. Adjust the information you want to change then click the blue ‘Save’ button.
Second option is to edit the ownership through the “My Portfolio" section:
Go into management, click on ‘My Portfolio’ which is under data management.
2. Find the property you wish to add an owner to then select the blue pencil to edit.
3. Under the General Info tab scroll down to the Ownership section.
4. Click the white ‘Add Owner’ button.
5. Select either an owner from the dropdown list or select ‘Create New Owner’.
If you select ‘Create New Owner’ enter their name and click the blue ‘Create’ button.
6. Add the percentage of ownership each owner has in the property