How to Use My Portfolio
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 the property page
Upload documents
Online property valuation
Online rental valuation
Remortgage
Payment schedule
Delete/Mark the property as sold.
3. At the top right you will find options to Add Property, My Documents, Stress test, Export, and Due Dates Set Up.
4. Use the All Properties, Select Prospects, All Owners, and All Ownerships to filter the properties you see and the value summary.
To view a single property or a select few properties use the white ‘All Properties’ filter and select the properties you want to view.
To view a single prospect or a select few prospects use the white ‘Select Prospects’ filter to select the prospects you want to view and click the black ‘Apply’ button to view.
To view a single owner or a select few owners use the white ‘All Owners’ filter to select the owner you want to view and click the black ‘Apply’ button to view.
To view a single Company ownership or a select few companies use the white ‘All Ownerships’ filter to select the companies you want to view and click the black ‘Apply’ button to view.
Expert tip: If you are thinking of selling a property that you own and buy a prospect, you could use the filtration section in order to see what your portfolio could look like.