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# How to Order and Prioritize Properties in a Portfolio

### TL;DR
|| Use buyer status (Interested / Rejected) plus agent-only tags (up to 3 per listing) to transform a disorganized list into a ranked shortlist. This approach keeps the buyer focused, minimizes back-and-forth, and assists the agent in managing the deal efficiently.
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### When to use this
* When a **clear shortlist** is needed before scheduling viewings, requesting documents, or negotiating.
* When collaborating with a team and alignment on what’s “hot” vs “dead” is essential.
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### Step-by-step instructions

#### Option 1: Buyer Status First, Tags Second (Best for most workflows)

1. Open the portfolio and review the property list.
2. Encourage the buyer to set each property status:
* **Interested** = remains in the active shortlist
* **Rejected** = removed from consideration
* **Proposed** (default) = undecided / needs review
3. As the agent, add up to **3 free-form tags** per listing to capture priority and context.
4. Sort and review using tags (and status) to highlight the best candidates.

**Recommended tag set (simple, high-signal)**
* `top-choice` (your #1 - #3)
* `viewing-first` (schedule these first)
* `needs-docs` (missing key documents / waiting on seller)
* `risk` (red flags worth discussing)
* `backup` (good, but not the main bet)

**Why this works**
* Buyer status is the “truth layer.”
* Agent tags are the “strategy layer.”

#### Option 2: Tag-Driven Ranking System (Best for power users and teams)
Use tags as a lightweight scoring proxy.

1. Create a consistent tag ladder (team-wide if possible):
* `top-choice`
* `strong`
* `backup`
2. Use your remaining 1–2 tag slots for *reason/context*:
* `viewing-first`, `risk`, `needs-docs`, `price-flex`, `layout-issue`
3. Sort by tags to simulate a prioritized queue.
4. Then, ask the buyer to mark statuses (Interested / Rejected) once they’ve reviewed the top tier.

**Why this works**
* You control order and pacing.
* Buyer isn’t forced into binary decisions too early.

#### Option 3: “Decision Sprint” (Best when the buyer is stuck)

1. Tag 3 - 5 properties as `top-choice`.
2. Tag 3 - 5 properties as `backup`.
3. Request the buyer via property-specific chat to mark status for only the properties in these two groups:
* Interested / Rejected
4. Everything else remains Proposed until the shortlist is resolved.

**Why this works**
* Reduces choice overload.
* Encourages movement without debating over numerous mediocre options.
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### Common issues & tips
* **Issue: Everything stays Proposed forever.**
  Tip: Proposed is not a status - it’s a parking lot. Implement a weekly rule: “No property remains Proposed after 7 days.”
* **Issue: Tags become a junk drawer (“nice”, “maybe”, “hmm”).**
  Tip: Avoid emotional tags. Use tags that drive actions (`viewing-first`, `needs-docs`) or rank (`top-choice`, `backup`).
* **Issue: Buyer marks everything Interested.**
  Tip: Define Interested as: *“I would view this within 7 days.”* If they won’t view it soon, it’s Proposed or Rejected.
* **Issue: Tag inconsistency across team members.**
  Tip: Standardize 6 - 10 allowed tags internally (even though tags are free-form). Include them in a team cheat sheet.
* **Accuracy check: Prioritization sanity test**
  You should always be able to answer in 10 seconds:
  “What are the top 3?”
  “What is blocked by missing info?”
  “What is risky and why?”
  “What gets viewed first?”
* **Performance note:**
  Keep tags short and consistent (`top-choice` not `Top Choice!!!`), otherwise sorting becomes chaotic.

### Related articles
* [How to Add Properties to a Portfolio](https://propwise.crisp.help/en/article/what-are-the-ways-to-add-properties-to-my-portfolio-xhyhhz/)
* [How to Add Documents to a Portfolio](https://propwise.crisp.help/en/article/how-to-add-documents-to-a-portfolio-14eqbzd/)
* [Portfolio Management Best Practices](https://propwise.crisp.help/en/article/what-are-some-best-practices-for-managing-portfolios-rcdha1/)
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