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Portfolios
Contains articles regarding owners and settings within the Portfolios tab of your Rentvine account.
Portfolios
- How to Add an Owner to a Portfolio
- How to Remove Owners From a Portfolio
- How to Add an Additional Reserve Amount and Description to a Portfolio
- How to Edit the Overdraft Override Amount of a Portfolio
- How to Edit the Posting Setting of a Portfolio
- How to Impersonate an Owner Portal
- How to Edit the Name of a Portfolio
- How to Change the Reserve Amount of a Portfolio
- How to Edit the Minimum or Maximum Distribution Amount of a Portfolio
- How to Send an Email to an Owner
- How to Send Chat Messages to the Owners of a Portfolio
- How to Enable the Live Ledger for Owners
- Create a New Portfolio
- Owners vs Portfolios
- How to Send a Text Message to an Owner
- How to View a Portfolio Ledger
- How to Offboard an Owner/Portfolio
Owner Statements
- How to Edit the Default Owner Statement Setting of a Portfolio
- How to Create Owner Statements for Bulk Review or Publishing
- Sending Bulk Reports To Owners
- How to View an Owner Statement
- How to Create or Edit an Owner Statement Setting and Add Reports to the Statement
- How to Enable Notices to Owners When the Portfolio Operating Balance Drops Below the Total Required Reserves