Manage a Client Portfolio
Portfolio tools organize client-owned pre-construction units and the ongoing milestones connected to them.
Where to find it: the Portfolio experience, when enabled
What to do
- Add or confirm the client and unit.
- Review the project, suite, purchase, and occupancy details.
- Set up deposit milestones and reminders.
- Add documents and collaborators only when they belong to that unit.
- Review action requests and available valuation context over time.
Good to know
- Portfolio availability depends on the apps enabled for the account.
- Documents and agreement details are sensitive; share access only with intended collaborators.
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