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Add Properties to a Deal or Portfolio

Multi-select property addresses from the Properties Tab to combine them in a single deal or portfolio.

Create a new portfolio from existing properties in just a few clicks from the Properties Tab. Portfolios allow users to track and manage property/deal data both individual to the property/deal and as a single portfolio unit. 

What are Portfolios?

create-portfolio-properties

💡 Things to Consider

"Properties" is not a tab enabled by default in TermSheet. Reach out to TermSheet to have this enabled in your account.

⚙️ Steps

  1. Navigate the Properties Tab. View all properties or select a view from the left sidebar to locate the properties that should be added to a new portfolio.

  2. Use the checkboxes to select the properties.

  3. Once properties have been selected, a new action button will appear at the top of the page.

    create-deal-or-port-properties

  4. Select "+Create Single Deal" or select "+Create Portfolio".

    Create single deal will create one deal with the multiple properties listed within that deal.

    Create portfolio will create each property as a deal, then group those deals into a portfolio.