Setting Up Client Units
The portfolio tracker lets you manage your clients pre-construction investments from purchase through occupancy.
Adding a unit
- Go to Admin > Portfolio
- Click Add Unit
- Select the project from the dropdown (searches the Red Bricks database)
- Choose the specific floorplan (if available)
- Enter purchase details:
- Purchase price
- Purchase date
- Suite/unit number
- Parking and locker selections
- Custom notes
Linking a unit to a client
Each unit is linked to a contact in your CRM. Select the contact during unit creation, or link it afterward from the unit detail page.
Add units to your portfolio as soon as the deal closes. This creates a timeline that tracks the entire investment journey from purchase to occupancy.
Unit detail page
The unit detail page shows:
- Purchase summary — Price, date, floorplan, suite number
- Deposit schedule — Upcoming and completed deposits
- Documents — Agreements, amendments, receipts
- Market valuation — Current estimated value based on MLS comps
- Construction progress — Estimated occupancy and project timeline
Portfolio dashboard
The main portfolio page shows all tracked units across all clients with:
- Total portfolio value
- Appreciation since purchase
- Upcoming deposit deadlines
- Construction status by project
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