How to Add Additional Buyers to a Portfolio
TL;DR
Add a spouse, partner, or trusted advisor to an existing portfolio so they can view properties and stay aligned—without giving them agent-level access. Only agents can do this, and added buyers automatically receive an intro email.When to use this
Use this when:
- The primary buyer wants to include a spouse or partner
- A financial advisor, lawyer, or consultant needs visibility
- Decisions are stalling because stakeholders aren’t seeing the same properties
- You want 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 section of the page.
- Click Card Icon behind the clients name.
- In the view that opened under Email click the +
- 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 seeing agent-only data.
Common issues & tips
- “My buyer can’t add their spouse”
→ Correct. Only agents can add additional buyers. This prevents access abuse and keeps compliance clean.
- Didn’t receive the email?
→ Ask the added buyer to check spam or promotions. You can re-add them if needed.
- Confusing buyer vs co-agent roles
→ Buyers = viewers/commenters
→ Co-agents = internal collaborators (Team add-on only)
- Privacy check
→ Additional buyers do not see:
- Private agent notes
- Seller or seller-agent details
- Best practice
→ Add all decision-makers early. Late additions almost always slow down closing.
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: 03/02/2026
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