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Welcome to Portfolio 360!

This Getting Started guide will walk you through the basics of using Portfolio 360 platform to launch or grow your Real Estate investing business. Whether you’re managing your first deal or expanding your existing portfolio, this guide will help you navigate the essential features and set you up for success.

Overview​

Portfolio 360 is built on a multi-tenant SaaS platform, specifically designed for syndicators and their teams. It brings together tools for underwriting, partnership collaboration, accountability, and customer relationship management (CRM) in one convenient place.

Key Features​

  • Dashboard – Quickly view your most important business metrics in one place.
  • Activity Tracker – Keep tabs on how (and with whom) you’re spending your time, and associate notes with relevant contacts.
  • Underwriting – Analyze the viability of potential properties, collaborate with partners or coaches, and store your analyses for future reference.
  • Partnership Support – Seamlessly work with other users of the platform (partners) on shared deals or across specific markets.
  • Accountability Groups – Create or join groups to track progress toward shared goals, awarding points for completing targeted activities.
  • CRM – Manage all your professional contacts, such as investors, brokers, and lenders. Automate follow-ups, track certifications, and manage notes in one place.

Next Steps​

  1. Sign up and Log In If you’re not yet a user, head to the Sales Website to sign up. Once registered, log in to your tenant’s instance of Portfolio 360.

  2. Explore the Dashboard After logging in, you’ll land on your Dashboard. This area provides a quick view of tasks, goals, and recent activity. Use it to keep a pulse on your current deals and progress.

  3. Access Each Feature

    • Activity Tracker: Document your daily business-building actions and associate them with relevant contacts for a holistic view.
    • Underwriting: Begin analyzing your next property by entering the purchase price, projected income/expenses, financing details, and more.
    • CRM: Start adding your network of investors, brokers, and team members so you can stay organized and keep track of follow-ups.
    • Accountability Groups: Join or create groups to collaborate with like-minded investors and stay motivated.

  4. Seek Help or More Info Throughout this documentation, you’ll find additional guides and best practices for each feature. We encourage you to explore them whenever you need more detail or tips.

Get Involved​

  • Feedback & Support: Reach out to our support team if you get stuck or have suggestions for platform improvements.

Congratulations on taking the first step with Portfolio 360! We’re excited to help you streamline your workflow, collaborate effectively, and grow your Real Estate business.