Creating portfolios
What Is a Portfolio in PropWise?
TL;DR A portfolio is a secure workspace where you organize properties for a specific buyer and collaborate with them. One buyer intent corresponds to one portfolio. What this is In PropWise, a portfolio is the core unit of work. It’s a structured collection of properties tied to a specific buyer goal and anchored by the buyer’s email address. Consider a portfolio as a mission container: One buyer One clear intent One place for properties, documents, and feedbackSome readersHow do I Access the Portfolio Feature?
Learn how to access the portfolio feature in PropWise. Step-by-step instructions for real estate agents to find the portfolio dashboard, manage buyer portfolios, and get started quickly.Few readers
What actions can I perform on my portfolios
How to Edit a Portfolio
Duplicate real estate portfolios in seconds with PropWise. Reuse proven portfolio structures for similar buyers while keeping each client’s data clean, private, and Portugal-market ready.Few readersHow to Add Documents to a Portfolio
Learn how to upload and manage property documents inside a client portfolio. Centralize contracts, floor plans, and legal files to streamline buyer collaboration and reduce back-and-forth for real estate agents using PropWise.Some readersHow to Duplicate a Portfolio
Learn how PropWise prevents duplicate property listings when importing the same listing twice, keeping portfolios clean, accurate, and easy to manage for real estate agents and teams.Few readersHow to Archive a Portfolio
Learn how to archive a portfolio in PropWise to clean up closed buyer searches. Step-by-step guide for real estate agents managing active and completed portfolios efficiently.Few readers