How to Reuse Listings Across Multiple Portfolios
TL;DR
Reuse existing listings instead of recreating them. Select properties you’ve already added to other portfolios and import them into a new portfolio with one click—saving time and keeping data consistent.When to use this
- You’re working with multiple buyers interested in similar properties
- A buyer changes direction (e.g. from investment to residential)
- You want to repurpose previously curated listings without re-entering data
- You’re standardizing workflows across your team
Step-by-step instructions
Option 1 — Import From PropWise (Best for speed & consistency)
- Open the portfolio where you want to add properties.
- Click Import Listing.
- Select From PropWise.
- Choose listings you’ve already created in other portfolios.
- Click Import — the listings are added instantly.
What gets reused:
- Property details
- Photos
- Uploaded documents
What stays clean:
- Private notes
- Client chats
- Portfolio-specific context
Option 2 — Duplicate a Portfolio First (Best for near-identical buyers)
If the buyer profile is very similar:
- Duplicate an existing portfolio from the dashboard.
- Rename and adjust buyer details.
- Remove any listings that don’t apply.
This is faster when most listings stay the same, but it’s heavier than importing individual listings.
Common issues & tips
- Missing listing?
Only listings you’ve created manually or imported previously in PropWise will appear here.
- Data conflicts?
Imported listings do not overwrite existing portfolio data—each portfolio keeps its own context.
- Best practice:
Treat listings as reusable assets, portfolios as buyer-specific workspaces.
- Performance note:
Reusing listings is significantly faster than URL imports or manual entry, especially at scale.
Related articles
- How to Add Properties to a Portfolio
- How to Duplicate a Portfolio
- Portfolio Management Best Practices
- How to Organize Properties Around a Specific Buyer
Updated on: 03/02/2026
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