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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.

  2. Click the Add Property button at the top right of the page.

  3. From the options, click on Add Property.

  4. Enter the property details. You can add some of the details and finish later.

Expert Tip: To add a second mortgage, use the Further Advance section when adding or editing your property.

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