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Overview
The My Portfolio screen is where all of your properties are listed.
Your active managements will be listed from the top of the screen with the following information against each property:
- Agency name
- Folio code - Used by the agency to help identify the management.
- Net balance - Current funds in balance against your folio.
- Last statement - The most recent date a disbursement was processed for your folio.
- Primary photo of the property
- Property address
- Current tenant's name
Click on a property to view more details.
- See Property Details for more information.
At the bottom of this screen, you will find a list of previous managements that are no longer active.
Accessing The My Portfolio Screen
If you are viewing a property details screen and want to return to the My Portfolio Screen, click Back to My Portfolio in the top left corner.