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Portfolio allows property investment and management companies to track all
components of their portfolio- financial details, tenants, insurance,
utilities, tax, correspondence, and notes, and link them all together.
Portfolio makes
both administration and tracking of a property portfolio easy, handling
buildings with multiple units, house or flats, and commercial properties.
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Financial
Keep track of the purchases, valuations,
loans and loan repayments, and value of single properties or your whole
portfolio. Calculate compounded annual rates of return for each property.
Reporting
and Analysis
Print summaries of individual
properties or analyse them in isolation or as part of a portfolio.
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Tenants
Keep tenants personal details,
bank details, tenancy agreement details, and rental payment history.
Utilities/Tax
Track Utilities (Phone, Gas, Electricity,
Internet) and Rates
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Insurance
Track Building and Contents insurance
Notes/Correspondence
No need to decide in
which directory to save your correspondence. All correspondence is saved
automatically in Response Portfolio and linked to units. Use the powerful
features of Response to reach, store and retrieve all sorts of
communication-letters, mailshots, faxes, and emails with all those (tenants,
bankers, lawyers, workman etc.) linked to a property.
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