# 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.

1. Select **Rename**.
2. Type the new name.
3. 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 |