How to Add Additional Buyers to a Portfolio
TL;DR
You can add a spouse, partner, or trusted advisor to an existing portfolio so they can view properties and stay aligned without granting them agent-level access. Only agents have the capability to do this, and added buyers automatically receive an introductory email.When to use this
Consider using this when:
- The primary buyer wishes to include a spouse or partner
- A financial advisor, lawyer, or consultant requires visibility
- Decisions are delayed because stakeholders aren’t viewing the same properties
- You aim for fewer side conversations and tighter alignment
Step-by-step instructions
Best for: Spouses, partners, or non-agent advisors- Open the relevant Portfolio.
- Locate the Prepared for section at the upper part of the page.
- Click the Card Icon behind the client's name.
- In the view that opens under Email, click the +.
- A new field will be created.
- Enter the additional person’s email.
- Save changes.
What happens next
- The additional buyer is added instantly.
- They receive an automatic introductory email with access instructions.
- They can view properties and follow the search without accessing agent-only data.
Common issues & tips
- “My buyer can’t add their spouse”
→ This is expected. Only agents can add additional buyers. This approach prevents access misuse and maintains compliance.
- Didn’t receive the email?
→ We recommend asking the added buyer to check spam or promotions. You can re-add them if necessary.
- Confusing buyer vs co-agent roles
→ Buyers = viewers/commenters
→ Co-agents = internal collaborators (Team add-on only)
- Privacy check
→ Additional buyers do not have access to:
- Private agent notes
- Seller or seller-agent details
- Best practice
→ We recommend adding all decision-makers early. Late additions often slow down the closing process.
Related articles
- How to Create a New Portfolio
- How to Share a Portfolio with Your Client
- How to Manage Team Access (Team add-on)
Updated on: 02/04/2026
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