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Portfolio Management

A Portfolio is the entire set of properties a Real Estate Consultant manages. Records that appear as "Listing" on the user side are managed as "Portfolio" on the consultant side. This guide covers how the My Portfolios page works, filtering and viewing matches.

Where Do You Use This Feature?

After signing in with your phone number, manage your portfolios at /admin/sale-finder/my-portfoys. Authorised admin users see all portfolios at /admin/sale-finder/portfoys.

My Portfolios Page

On /admin/sale-finder/my-portfoys only the portfolios linked to you are listed. The list shows columns such as property type, Sale/Rent, location, price, source and date.

Filtering

Use the filter area at the top to narrow your portfolios: Sale/Rent, city, district, neighbourhood, property type, price range, features (room count, view, heating etc.), source (where it came from on social media / digital sharing platforms) and date range.

  • Sale / Rent
  • City / District / Neighbourhood
  • Property type
  • Price range (min-max)
  • Features
  • Source (social media / digital sharing platform)
  • Date range

Portfolio Detail and Matches

Clicking a portfolio opens its detail view. You see all portfolio information and the requests the system has matched to it. You can jump straight to a matched request from there.

Portfolio Management Steps

  1. 1

    Open My Portfolios

    Go to /admin/sale-finder/my-portfoys to list the portfolios linked to you.

  2. 2

    Filter

    Apply filters such as Sale/Rent, location, price and others as needed.

  3. 3

    Open detail and view matches

    Click a portfolio to view its detail and the requests the system matched to it.

Frequently Asked Questions

What do I see on My Portfolios?+
Only portfolios linked to your phone number; other people's portfolios are not listed here.
How are matching requests shown?+
On the portfolio detail, the requests the system found suitable are listed in a separate section; you can jump to the request detail from there.
Will the same portfolio show up for someone else?+
A portfolio appears in the My Portfolios page of the person whose phone number is matched in the record.

Manage Your Portfolio

Sign in to EMLAK ASİSTAN, open /admin/sale-finder/my-portfoys and run the entire process from a single screen.

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