How to Navigate the Portfolio Overview Page
Click on the ‘Manage’ tab and select ‘Portfolio Overview’.
2. On the top right you will find links to several pages in the manage section.
Deal Analyser
Link Bank Account
My Documents
Ad Property
Mortgage Search
Bridging
3. If you scroll through the dashboard, you will be able to get a quick look at:
Tasks
Profit and Loss
Portfolio Growth
Portfolio LTV
Rent Collection
Expenses Breakdown
Taxes
Open Applications
4. To open the full page of any of these topics, click the box and arrow in the top right corner of the section.