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.