Move Properties Between Portfolios

This guide explains how to move properties between portfolios and property managers. Let's look at the steps:

Step 1: Open Agency

Click on Agency in the main navigation menu.

Step 2: Go to Portfolio Management

Click on Portfolio Management to access your portfolios.

Step 3: Select Properties

Select the relevant property from the appropriate portfolio. You can select multiple properties if needed.

Step 4: Move Selected Properties

At the top of the screen, click Move Selected Properties and choose the portfolio you want to move the properties to.

Step 5: Confirm the Move

The selected properties will disappear from the original portfolio and appear in the portfolio you selected.