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Add Property to My Portfolio

Use the Add Property feature to easily input properties to your portfolio. Upload a Property, Prospect, or Portfolio CSV all in one place.

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Written by Sara Fandel

How to Add Property to My Portfolio

  1. Click on the Manage page and click on My Portfolio under Data Management.
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  2. Click the Add Property button at the top right of the page.
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  3. From the options, click on Add Property.
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  4. Enter the property details. You can add some of the details and finish later.
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Expert Tip: To add a second mortgage, use the Further Advance section when adding or editing your property.

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