Creating portfolios

• What 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. Consider a portfolio as a mission container: One buyer One clear intent One place for properties, documents, and feedbackSome readers

• How 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 readers

• How 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.Few readers

• How 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 readers

• How 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