Portfolio Settings
Portfolio Settings holds the shared rules for your portfolio. Your properties inherit these rules. Set a rule once here, and every inheriting property follows it.
📸 Screenshot: the Portfolio Settings hub with its tiles.
Rename your portfolio
The name card sits at the top. It shows your portfolio name.
- Select Rename.
- Type the new name.
- Select Save name.
This name appears in the portfolio switcher and on each property's inheritance banner.
Open a setting
The settings sit in tiles, grouped into four sections. Select a tile to open its editor. A tile with a lock icon is not ready yet. It shows "Portfolio-level editor coming soon."
01 / General
| Tile | What you set |
|---|---|
| Income & Assistance | Income level and assistance acceptance |
| Internal Contacts | Portfolio staff and operational contacts |
02 / Property Listing Page
| Tile | What you set |
|---|---|
| Amenities | Amenities shown to applicants |
| Animal Policy | Your pet rules, in free text |
| Call-to-action Buttons | Button labels and style shown on listings |
| Resident Benefits | Benefits shown to applicants |
Custom resident benefits go to LeaseOps for review. They appear on listings after we approve them.
03 / Questionnaire
| Tile | What you set |
|---|---|
| Assistance Animals | ESA and service animal policies |
| Payment Requirements | Accepted payment methods |
| Questionnaire Scoring Rules | Point weights for each questionnaire section |
04 / Service Terms
| Tile | What you set |
|---|---|
| Advertising | Your advertising limits |
| Billing & Payment | Coming soon |
| Lease Template | Coming soon |