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 |
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