Create Your First Portfolio in 5 Minutes!
TL;DR
Creating a portfolio lets you group properties around a specific buyer or project so you can stay organized, align listings with client needs, and share curated options confidently.When to use this
Create a new portfolio when you:
- Start working with a new buyer or investor
- Want to organize properties for a specific brief (location, budget, timeline)
- Need a clean, shareable collection of listings for client review
- Are running parallel searches for multiple clients or scenarios
Step-by-step instructions
- Go to your Portfolios page
This is your central hub for all buyer portfolios.
- Click *Create Portfolio*
A form will open prompting you to enter the portfolio details.
- Enter the portfolio information
Fill in the following fields:
- Portfolio Name
Use a clear, descriptive name so you can recognize it instantly.
Examples:
“Downtown Lisbon Apartments Q1 2026”
“Silva Family – Coastal Properties”
- Client Information
Add the client’s email address.
This is used when sharing the portfolio and for client-facing communication.
- Region of Interest
Select the city, area, or region your client is searching in.
This helps filter and organize relevant listings later.
- Budget and Currency
Define the client’s budget range and currency.
This keeps all properties aligned with financial expectations.
- Target Closing Date
Choose the desired closing date.
This helps you prioritize time-sensitive opportunities and negotiations.
- Buyer Description
Clearly describe what the client is looking for.
Include:
- Preferred locations or neighborhoods
- Property type (apartment, house, commercial, etc.)
- Budget considerations or flexibility
- Number of bedrooms and bathrooms
- Must-have features (parking, outdoor space, proximity to schools, views, elevators, etc.)
- Save the portfolio
Once saved, the portfolio is ready for adding and managing properties.
Common issues & tips
- Vague portfolio names
→ Use names that include location, client, or timeframe to avoid confusion later.
- Incomplete buyer description
→ The clearer the description, the better your property matching and client trust.
- Budget not aligned with region
→ Double-check budget vs. market reality to avoid irrelevant listings.
- Wrong client email
→Always check the email before creating the portfolio for smooth sharing and communication workflows.
- Overloading one portfolio
→ Create multiple portfolios for different scenarios instead of mixing objectives.
Updated on: 30/01/2026
Thank you!