Creating portfolios
How do I Access the Portfolio Feature?
TL;DR When to use this Use this when you want to: View existing portfolios (active or closed) Create a new portfolio for a buyer or project Quickly switch between client portfolios Step-by-step instructions Option 1 — Direct login flow (Most common) Go to the PropWise login page. Log in using your email and password. AfterFew readersWhat Is a Portfolio in PropWise?
TL;DR 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. Think of a portfolio as a mission container: One buyer One clear intent One place for properties, documents, and feedback The buyer’s eFew readers
What actions can I perform on my portfolios
How to Archive a Portfolio
TL;DR When to use this Archive a portfolio when: A buyer has completed their purchase A search is permanently closed or abandoned You want to remove inactive portfolios from your active view Do not archive if there’s any chance the buyer may return soon. Step-by-stFew readersHow to Duplicate a Portfolio
TL;DR When to use this Use portfolio duplication when: You’re working with buyers who have similar profiles or search criteria You want to save time instead of creating a portfolio from scratch You’re restarting a search with a new client butFew readersHow to Add Documents to a Portfolio
TL;DR When to use this Use this whenever documents are relevant to the buyer’s decision-making or transaction flow, including: When a buyer requests legal, technical, or financial paperwork When collaborating with spouses, consultants, or internal team members When you want to centralize all deal-related files iFew readers