Portfolio
Manage your portfolio: shared settings your properties inherit, and the property roster.
Portfolio Overview
A portfolio groups your properties and the settings they share. Set a rule once for the portfolio, and every property follows it. This saves you from setting up each property from scratch.
You work with your portfolio through two screens:
- Portfolio Settings — the rules your properties share.
- Properties — the list of properties, and how each one relates to those rules.
📸 Screenshot: the Portfolio Settings screen.
Why inheritance matters
Inheritance is what makes a portfolio worth using. Each property starts by following the portfolio's tenant-intake settings. Change the portfolio once, and every following property changes with it.
When one property needs something different, you customize just that property. It then keeps its own value and ignores later portfolio changes for that setting.
The Properties screen shows the state of each setting at a glance:
- Inherits — the property follows the portfolio.
- customized — the property uses its own value.
Where to go next
Portfolio Settings
Set the rules your properties share, all in one place. Every following property picks up what you set here, so you avoid repeating the same work across properties.
📸 Screenshot: the Portfolio Settings hub.
Rename your portfolio
The portfolio name appears in the portfolio switcher and on each property's inheritance banner. A clear name helps your team pick the right portfolio.
- Select Rename.
- Type the new name.
- Select Save name.
Open a setting to edit it
Each setting sits in a tile, grouped into four sections. Select a tile to open its editor. A tile with a lock icon is not ready yet; it reads "Portfolio-level editor coming soon."
01 / General — who your applicants are and who runs the portfolio.
| Tile | Set |
|---|---|
| Income & Assistance | The income levels and assistance you accept |
| Internal Contacts | Your portfolio staff and operational contacts |
02 / Property Listing Page — what applicants see on your listings.
| Tile | Set |
|---|---|
| Amenities | The amenities you show applicants |
| Animal Policy | Your pet rules, in your own words |
| Call-to-action Buttons | The labels and style of your listing buttons |
| Resident Benefits | The benefits you include with a lease |
Custom resident benefits go to LeaseOps for review. They appear on your listings once we approve them.
03 / Questionnaire — how you screen and score applicants.
| Tile | Set |
|---|---|
| Assistance Animals | Your ESA and service animal policies |
| Payment Requirements | The payment methods you accept |
| Questionnaire Scoring Rules | The points each questionnaire section carries |
04 / Service Terms — your commercial terms with LeaseOps.
| Tile | Set |
|---|---|
| Advertising | Your advertising limits |
| Billing & Payment | Coming soon |
| Lease Template | Coming soon |
Properties
See every property in your portfolio in one list, and tell at a glance which ones follow your shared rules and which have their own.
📸 Screenshot: the Properties roster.
Read the roster
Each row is one property. The columns tell you its state.
| Column | Tells you |
|---|---|
| Property | The property name and address |
| Status | Whether the property is active |
| Inheritance | Which settings the property inherits, and which it customized |
The inheritance chips are the quick read:
- Inherits — the property follows the portfolio for that setting.
- customized — the property set its own value, so portfolio changes no longer reach it.
If the portfolio has no properties yet, the list reads "No properties yet in this portfolio."
Open a property to change it
- Find the property.
- Select Open.
Inside a property you reach its own settings — units, address, and leases — and you can customize any setting it currently inherits.