In the portal, there is an option to add portfolio for your property.
Follow the steps below to add a portfolio:
- Go to Property Management > Properties
- Click on ‘Other Actions’ and select ‘PORTFOLIO/GROUPING’
- Click on ‘Add Portfolio’ to add a new portfolio
- Add details like Title, Institute Number, Branch Number and Account Number
- Select Properties that you want to include under the portfolio
- Click ‘Submit‘ to save the portfolio.
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