Track client units, deposits, documents, and market valuations.
6 articles
How to add investment properties to client portfolios for tracking.
How to manage deposit schedules and set up automatic reminders.
How to upload and organize client documents in the portfolio.
How to invite lawyers, mortgage brokers, and accountants to a client portfolio.
How MLS-based market valuations and comparable sales work in the portfolio.
How to handle sell, lease, and assignment requests from portfolio clients.