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

Consider editing a portfolio when:

A buyer adjusts their budget, location, or priorities
New properties become available or others become irrelevant
You wish to refine the buyer description for clarity
The deal timeline changes
You are preparing the portfolio to share or re-share with a client

If a portfolio remains unchanged, it may lose its relevance.

Step-by-step instructions

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

Navigate to Portfolios from your dashboard.
Find the portfolio you wish to update.
Click the three-dot menu on the portfolio card or at the row (depending on the view).
Select Edit.
Update any of the following:

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

Click Edit.

Best practice: Consider the Buyer Description as a dynamic brief. Update it whenever new information arises. Precision here can reduce unnecessary showings later.

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

Open the portfolio you wish to update.
Find the property you want to update.
Click the three-dot menu on the portfolio card or at the row (depending on the view).
Select Edit.
Update any of the fields in the modal that opens.
Click Edit.

Rule of thumb: If you find it challenging to justify a property's inclusion, consider removing it.

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

Open the portfolio you wish to update.
Find the property you want to remove.
Click the three-dot menu on the portfolio card or at the row (depending on the view).
Select 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 excel—context is more reliable than memory.

Common issues & tips

Edits not visible to client?

Suggest the client refresh or reopen the portfolio link.

Buyer keeps changing mind?

Clearly distinguish must-haves from nice-to-haves in the Buyer Description.

Too many properties?

Aim for 5–9 listings, as this range supports optimal decision-making.

Performance tip:

Regular micro-edits are more effective than large rewrites. Update as soon as new information becomes available.

Updated on: 02/04/2026

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