How to Edit a Portfolio

TL;DR

Edit an existing portfolio to keep buyer criteria, properties, and timelines accurate as the search evolves. Updating portfolios ensures relevance, faster decisions, and zero confusion for your client.

When to use this

Use portfolio editing when:

A buyer changes budget, location, or priorities
New properties become available (or old ones are no longer relevant)
You want to refine the buyer description for clarity
The deal timeline shifts
You’re preparing the portfolio to share or re-share with a client

If a portfolio is static, it’s already decaying.

Step-by-step instructions

Option 1 — Edit portfolio details (Best for changing buyer intent)

Go to Portfolios from your dashboard.
Locate the portfolio you want to update.
Click the three-dot menu on the portfolio card or at the the row (depends on the view).
Click Edit.
Update any of the following:

Portfolio name
Buyer name or email
Region of interest
Budget and currency
Target closing date
Buyer description (high-leverage field)

Click Edit.

Best practice: Treat the Buyer Description as a living brief. Rewrite it whenever new information emerges. Precision here reduces wasted showings later.

Option 2 — Edit properties inside a portfolio (Best for curation)

Open the portfolio you want to update.
Locate the property you want to update.
Click the three-dot menu on the portfolio card or at the the row (depends on the view).
Click Edit.
Update any of the fields in the modal open.
Click Edit.

Rule of thumb: If you hesitate to explain why a property is included, remove it.

Option 3 — Remove properties inside a portfolio (Best for better decisions)

Open the portfolio you want to update.
Locate the property you want to remove.
Click the three-dot menu on the portfolio card or at the the row (depends on the view).
Click Remove.
Click Remove to confirm.

Option 4 — Edit private notes (Best for internal tracking)

Open any property inside the portfolio.
Update your private notes (pricing logic, seller context, risks).
These notes remain invisible to the buyer.

This is where senior agents win—context beats memory.

Common issues & tips

Edits not visible to client?

Ask the client to refresh or reopen the portfolio link.

Buyer keeps changing mind?

Lock must-haves vs nice-to-haves explicitly in the Buyer Description.

Too many properties?

5–9 listings is the cognitive sweet spot. More reduces decision quality.

Performance tip:

Regular micro-edits outperform big rewrites. Update as soon as new info appears.

How to Create a New Portfolio
How to Add Properties to a Portfolio
How to Share a Portfolio with a Client
How to Organize Properties Around a Specific Buyer
How to Add Documents to a Portfolio

Updated on: 03/02/2026

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