How to Add Property to My Portfolio
Click on the ‘Manage’ tab and select ‘My Portfolio’ under Data Management
2. Click the orange ‘Add Property’ button on the top right
3. Select either ‘Add Property’, ‘Add Prospect’, or ‘Upload Portfolio CSV’
If ‘Add Property’ is selected
Enter all necessary property information
Select the blue ‘Save’ button
If ‘Add Prospect’ is selected
You will be redirected to the deal analyser page
If ‘Upload Portfolio CSV’ is selected
A popup will appear with an option to upload a CSV File
Make sure your file follows the instructions and click the white ‘Browse Files’ button
Select the File from your computer and upload
Expert Tip: By saving a prospective property to the app, you will be able to simulate a portfolio change such as selling a property or adding a prospect or two.
Expert. Tip: To add a second mortgage, use the 'Further Advance' section when adding or editing your property.