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