Follow the steps below to change the portfolio a property is assigned to on the dashboard.
- Go to the Properties tab and select a property, using the filter options if required
- Click View on the selected property
- Click on the Property tab
- Click Edit on the right-hand side of the screen
- Check all the address details are correct on the first page, then click Next to proceed. On the second page, you'll see the option to select which portfolio you want to assign the property to. Select an option, then click Next and Save changes to save your selection
If you need further assistance, email us at partners@residently.com or reach out via chat.