Objective

As a Property Manager, you can group your properties into portfolios with shared settings like budget limits, pre-dispatch contacts, escalation contacts, access instructions, and vendor preferences.

Content

  • Objective
  • Content
    • Video Overview
    • Step-by-Step Guide
    • How to Create a Portfolio
    • How to Manage a Portfolio

Video Overview

How to Create a Portfolio

Step 1. Log in to Latchel

Step 2. To create a portfolio, click on Portfolios at the top of your Latchel portal

 

Step 3. On the right-hand side of your portal, click New Portfolio

 

Step 4. From here, you can create a name for your portfolio and choose to select the assigned Property Manager from the members added to your account. Click Create

 

Step 5. To add properties to your portfolio, click the Properties tab

 

Step 6. Click Add Property on the left-hand side of your portal

 

Step 7. Search for the property address and click on the address to add the property to your portfolio

How to Manage a Portfolio

Step 1. Click the Details tab on the portfolio page to add or update shared settings like budget limits, pre-dispatch contacts, escalation contacts, access instructions.

 

Step 2. Click the Vendors tab to add or update shared vendor preferences.

 

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