Create Your First Portfolio in 5 Minutes!
TL;DR
Creating a portfolio allows you to group properties around a specific buyer or project, helping you stay organized, align listings with client needs, and share curated options confidently.When to use this
Consider creating a new portfolio when you:
- Begin working with a new buyer or investor
- Wish to organize properties for a specific brief (location, budget, timeline)
- Require a clean, shareable collection of listings for client review
- Are conducting parallel searches for multiple clients or scenarios
Step-by-step instructions
- Go to your Portfolios page
This serves as 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 for easy recognition.
Examples:
“Downtown Lisbon Apartments Q1 2026”
“Silva Family – Coastal Properties”
- Client Information
Add the client’s email address. This is used for sharing the portfolio and client-facing communication.
- Region of Interest
Select the city, area, or region your client is interested in. This helps filter and organize relevant listings later.
- Budget and Currency
Define the client’s budget range and currency. This ensures all properties align with financial expectations.
- Target Closing Date
Choose the desired closing date. This helps 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
→ A clear description enhances property matching and builds client trust.
- Budget not aligned with region
→ Double-check budget versus market reality to avoid irrelevant listings.
- Wrong client email
→ Verify the email before creating the portfolio to ensure smooth sharing and communication workflows.
- Overloading one portfolio
→ Consider creating multiple portfolios for different scenarios instead of mixing objectives.
Related articles
- How to write a high-quality buyer description
- How to add properties to a portfolio
- How to share a portfolio with a client
- How to manage multiple buyer portfolios efficiently
Updated on: 02/04/2026
Thank you!