How to Add an Owner to a Portfolio

This article will show you how to add an owner to any portfolio in Rentvine

Adding an owner to a portfolio will allow you to edit the distribution and taxable percentage between owners. You can split this and it will take this into account for all their properties and leases.


1.  The first step is to click on the "Portfolios" tab on the left side on the screen to pull up all portfolios


2.  You will then search for the specific portfolio you would like to add an owner to and click it on it.



3.  In this section you will make sure you are in the tab labeled "Details". In this tab there will be a box also labeled "Owner Contacts" that you will see.


4.  In this box you will find a button labeled "Edit" in the top right. Click this button to pull up more settings to edit.



5.  This will open up a list of all the contacts that are apart of the portfolio. To add an owner look for the buttons at the bottom left of the box. There are two options to "Add Existing Owner Contact" and "Add New Owner Contact". Select the one you want. If you select add new owner contact you will have to fill out their information in the side bar that pops out. When you are done click the green save button at the bottom to save any changes made.

Note: If you are adding an owner to a portfolio that already has an owner contact made make sure to click "add existing owner contact" so they will be able to see this new portfolio in their owner portal.