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My Portfolio

My Portfolio tracks all your properties, letting you add, delete, view, and compare them for efficient management.

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Written by Sara Fandel
Updated over 2 weeks ago

How to Use My Portfolio:

  1. Click on the "Manage" tab and select "My Portfolio" under Data Management.

  2. Scroll down to your properties and hover your mouse over the property you're interested in to generate options to edit, go to property page, upload documents, and more.

  3. At the top right, you will find options to add property, go to your documents, perform a stress test, export the data, and set up due dates.

  4. Use the All Properties, Select Prospects, All Owners, and All Ownerships filters to refine the properties displayed.

Expert tip: If you are thinking of selling a property that you own and buying a prospect, you could use the filtration section in order to see what your portfolio could look like.

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