Portfolio Settings

Portfolio Settings holdsSet the shared rules for your portfolio. Your properties inheritshare, theseall rules.in Setone aplace. ruleEvery oncefollowing property picks up what you set here, andso everyyou inheritingavoid propertyrepeating followsthe it.same work across properties.

📸 Screenshot: the Portfolio Settings hub with its tiles.hub.

Rename your portfolio

The portfolio name cardappears sits atin the top.portfolio Itswitcher showsand on each property's inheritance banner. A clear name helps your portfolioteam name.pick the right portfolio.

1. Select Rename.
2. Type the new name.
3. Select Save name.

This name appears in the portfolio switcher and on each property's inheritance banner.

Open a setting to edit it

TheEach settingssetting sitsits in tiles,a tile, grouped into four sections. Select a tile to open its editor. A tile with a lock icon is not ready yet.yet; Itit showsreads "Portfolio-level editor coming soon."

01 / General — who your applicants are and who runs the portfolio.

Tile	What you setSet
Income & Assistance	IncomeThe levelincome levels and assistance acceptanceyou accept
Internal Contacts	PortfolioYour portfolio staff and operational contacts

02 / Property Listing Page — what applicants see on your listings.

Tile	What you setSet
Amenities	AmenitiesThe shownamenities toyou show applicants
Animal Policy	Your pet rules, in freeyour textown words
Call-to-action Buttons	ButtonThe labels and style shownof onyour listingslisting buttons
Resident Benefits	BenefitsThe shownbenefits toyou applicantsinclude with a lease

Custom resident benefits go to LeaseOps for review. They appear on your listings afteronce we approve them.

03 / Questionnaire — how you screen and score applicants.

Tile	What you setSet
Assistance Animals	Your ESA and service animal policies
Payment Requirements	AcceptedThe payment methods you accept
Questionnaire Scoring Rules	PointThe weights forpoints each questionnaire section carries

04 / Service Terms — your commercial terms with LeaseOps.

Tile	What you setSet
Advertising	Your advertising limits
Billing & Payment	Coming soon
Lease Template	Coming soon