Create a Portfolio
1 | Click ‘+Create Portfolio’ in the Navigation bar
2 | Name Your Portfolio: Only the 'Portfolio Name' is required. All details will remain private and only visible to you.
3 | Add Listings to Portfolios. Within a Portfolio, select ‘+ADD PROPERTY’ to begin adding in listings.
Enter the address of the listing. Once entered, applicable listings will appear.
Check the box next to each of the ones you would like to add.
'Confirm' to add.
Note: You must be credited as the Listing Broker for a property in order to add it to your portfolio. Otherwise you see 'Request Edit Access'. This will send an email to the AIQ Listing team who will review and email you to confirm access status.
4 | Update & Add More Listings: Once successfully added you'll be directed to the Portfolio page with a map highlighting each added listing on the left and your listings stacked on the right. Click '+Add Property' to keep building your portfolio.
Within a listing click the gear icon to add and move listings to and from Portfolios.
Click here to learn how to organize your current listings into your new portfolio.
Have more questions? Feel free to contact our support team via the Intercom located in the lower right hand corner.