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Your Portal to Resale & Pre-Construction Homes & Condos in Toronto & Surrounding Regions. Access Available & Sold Resale Data + Pre-Construction Price Lists, Floor Plans, Brochures + more.

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RE/MAX PREMIER INTERNATIONAL INC., Brokerage logo

Frank Merigliano

Team Leader - VIPCondosToronto / Sales Representative - RE/MAX PREMIER INTERNATIONAL INC., Brokerage

RE/MAX PREMIER INTERNATIONAL INC., Brokerage · Independently Owned & Operated

1885 Wilson Avenue, Toronto, Ontario, M9M 1A2

Phone: 416-885-0172

Listing data is provided under license from the Toronto Regional Real Estate Board (TRREB). TRREB assumes no responsibility for the accuracy of the information contained herein. Data is updated periodically and may not reflect the most current market activity. Not intended to solicit buyers or sellers currently under contract. MLS®, REALTOR®, and the associated logos are certification marks owned by the Canadian Real Estate Association (CREA) and identify real estate professionals who are members of CREA.

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Home/Help Center/Portfolio & Client Management

Portfolio & Client Management

Track client units, deposits, documents, and market valuations.

6 articles

Setting Up Client Units

How to add investment properties to client portfolios for tracking.

portfoliounits

Deposit Tracking and Reminders

How to manage deposit schedules and set up automatic reminders.

portfoliodeposits

Document Management

How to upload and organize client documents in the portfolio.

portfoliodocuments

Collaborator Access

How to invite lawyers, mortgage brokers, and accountants to a client portfolio.

portfolioteam

Market Valuations and Comps

How MLS-based market valuations and comparable sales work in the portfolio.

portfoliomlsunits

Client Action Requests

How to handle sell, lease, and assignment requests from portfolio clients.

portfoliounits

Other Categories

Getting Started(6)Pre-Construction Listings(7)CRM & Lead Management(7)Communication(9)MLS/IDX Integration(5)Site Customization(8)Analytics & Reporting(5)Integrations & Settings(5)Technical FAQ(8)
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